Hello,
When I run a duplicate detection job and set an email notification (see below) the email is never sent. This used to to work in CRM2013 onprem, but has not worked since moving to Dynamics365 (cloud).
Is there any additional setting I need to set? Do I need to link this to a specific sender account? If so, could you advise where/how I do this?
Many thanks for any advice.
ps the sendemail functionaity within workflows is working fine when I choose a specific "sender"/From.
Hello,
You should take a look at a new user-friendly De-Dupe solution published on AppSource! Depending on your need it allows you to set up duplicate detection rules using standard Dynamics 365 functionality, but to review and merge duplicates in a completely renewed and comfy interface.
No more old, user-incomprehensible list of duplicates repeating with each merging step. Plus, since it has just been launched on AppSource, the solution is FREE of charge and includes support.
Feel free to visit Skyline Consultants website for more details skylineconsultants.com/.../.
Best,
Kristina
Thanks you so much! As soon as the mailbox was approved all the retrospective emails arrived
Hi,
The sender should be the owner of the job.
Thanks again - I checked the templates and the url is correct. When you say approve the email of the sender, how do I know which User/account is sending the email? The only option I have in the original screenshot is "send email to" - there is nowhere to specify the "From" - is there a default sender for this purpose which I need to check? Thanks.
Hi,
Sorry for the lack of expression.
I meant to approve the email address of the sender.
Also not sure if your email templates are imported directly from the On-Premise environment.
If yes, please check the URL in the email template - Duplicate Detection Task Completion Template. It can be found in Settings->Templates-> Email Templates-> Duplicate Detection Task Completion Template.
Please replace it with the URL of the new environment.
Thanks for your response, Nya - for your second two points, - yes the rules are working and succeeding. None are triggering the email. When you say has the email address been approved - which email address do you mean - the "To" address - as in "send an email to me"? I checked it and incoming status is set to failure. As recipient I did not think that needed to be approved but I will get it approved and mark your answer. Thanks!!
Hi,
According to the screenshot you provided, there is nothing wrong with the job setting.
There are several points which need to confirm.
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