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Microsoft Dynamics CRM (Archived)

Send Different Emails Based On Form Selections

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Posted on by 55

Hi everyone,

I've been scouring the web for an answer to this problem, but have yet to uncover a solution.

I've created a contact form that includes a 'Subject' drop down menu.  What I would like to do is trigger different notification sequences and different response sequences depending on which option the user selects.

A simple example - if the user selects 'Sales Enquiry' then their information should be sent / assigned to our sales team at a specific email address (sales@domain.com), but if they select 'Training Enquiry' then the notification email should be sent to our training team (training@domain.com).  I'd also like to be able to send different emails to the end user depending on which option on the form they select.

Is this possible, and can anyone guide me in the right direction in regards to implementing such a process?

Cheers,

Chris

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  • Suggested answer
    jlattimer Profile Picture
    24,562 on at
    RE: Send Different Emails Based On Form Selections

    Can you set up workflows to accomplish what you are looking for?

    Tutorial - CRM 2011 Workflows and Processes

  • Suggested answer
    Ryan Maclean Profile Picture
    3,070 on at
    RE: Send Different Emails Based On Form Selections

    Hi Chris,

    It is possible to do this with workflows as Jason suggested. There are also third-party plugins that do this, e.g. Clickdimensions has Nurture Programs where you can define the logic you want to run.  I suppose it really depends on how advanced you want the functionality to be, but I would definitely have a go at creating workflows first.

    Ryan

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