How to update automatic email notifications

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Posted on by Jen Bazan

Hello! Might someone be able to show me how to update automatic email notifications in CRM? I am new to CRM, have Administrator rights, and one of our Sales members do not like receiving email notifications when an opportunity has been won or lost. Thank you!

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Jen Bazan 30 on at

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Hello! Might someone be able to show me how to update automatic email notifications in CRM? I am new to CRM, have Administrator rights, and one of our Sales members do not like receiving email notifications when an opportunity has been won or lost. Thank you!

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LuHao 40,892 on at

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Hi Jen,

First of all, we need to determine the method by which the email is sent, whether it is a workflow, Power Automate, or other tools.

Check workflow:

Go to Settings > Processes, select view to "All Processes". Set the filter of "Category" column to Workflow, the filter of "Primary Entity" column to Opportunity, the filter of "Status" column to Activate.

Then open all workflows, check if there are steps to send emails, and "Start when" contains "Record status changes".

If so, add a condition before the Send Email step, set it to Opportunity, Owner, Does Not Equal, the user who does not want to receive email notification.

Finally activate the workflow.

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CDaleberg 5 on at

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I do not see Resources in Settings for Dynamic 365, did the menu options change?

I also need to stop automatic email notifications but for New or Updated Opportunities.

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