How do I create a Workflow that will email the previous owner if an account is re-assigned to someone else?

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Posted on by Community Member Microsoft Employee

Hi everyone,

I am new to Dynamics and CRM and trying to wrap my head around workflows. (Just started).

I watched a couple really good videos that are helping me out a ton, but I'm still a little lost on the specifics of what I want to do.

So what I want to do is create a workflow that will make it so when someone has an account and that account is re-assigned to someone else, the owner of that account gets notified that it has been assigned to someone else. An email notification looks like the easiest. So say James has an account but that account gets re-assigned to someone else, I want James to be able to get an email stating that the account has been re-assigned. So if an account is re-assigned, how can I send an email to the previous owner?

Thanks a million,

Trev

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RaviKashyap 55,410 on at

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RE: How do I create a Workflow that will email the previous owner if an account is re-assigned to someone else?

Hi,

You can achieve this by creating a workflow which send an email to the owner (Previous).

For this, you need to trigger the workflow before the record is assigned. Check below-

Cause this workflow will be triggered before the assignment, you wont be able to get the new owner. However you can create similar workflow but that you trigger after the assignment.

Hope this helps.

Thanks,

Ravi Kashyap
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Drew Poggemann 4 on at

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RE: How do I create a Workflow that will email the previous owner if an account is re-assigned to someone else?

Hi TrevorAPI,

I have a thought here for you... You could create another field on the Account which would be defined as "previousOwner". This field would be triggered by a change in the Owner field in a standard workflow.

1. Triggers for workflow would be when record created and when the Owner field on the record changes

2. When the record is created, the previous owner would be null do an If is blank in this field and set to Owner

3. When the Owner changes then step in the workflow would look to see if the values are different and if so then you would create an email and send to the "previousOwner" that the record has been updated.

4. Next step in the workflow would set the "previousOwner" to the current owner of the record.

I think this would accomplish what you need. Sorry I did not try it but let me know if any problems :)

Thanks!
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Aiden Kaskela 19,694 on at

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RE: How do I create a Workflow that will email the previous owner if an account is re-assigned to someone else?

Hi Trevor,

Unfortunately you won't be able to accomplish that through workflows without some custom code. The problem is getting the previous owner as a lookup. If you could write C#, you're write you code o update of the record and check if the owner changes, and pull the old owner from the PreImage. Using just the workflow activities, you can get the audit details in a table form with Workflow Elements (KaskelaSolutions.com) but you wouldn't be able to get the specific old owner back.

Hope this helps! I'd appreciate if you'd mark this as Answering your question.

Thanks,

Aiden