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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Email when time entries submitted

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Posted on by 411

Dear all,

Is it possible to send an email automatically when an user submit his time entries to the project approver and also when they are either rejected or approved please ? 

Best regards.

  • Archetype Profile Picture
    Archetype 411 on at
    RE: Email when time entries submitted

    Thank you very much Leah Ju the forum saver ;)

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Email when time entries submitted

    Hi Archetype,

    In send email properties page, you can select any user or queue as sender(From), then email address of the one you select in from field will send email.

    pastedimage1613452647955v1.png pastedimage1613452919250v2.png

    So you can choose anyone you want, then you can use the email as mailbox connect to dynamics.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Archetype Profile Picture
    Archetype 411 on at
    RE: Email when time entries submitted

    Hello, thanks you very much Leah Ju for your help ;). I have a little question please, do you know which mail adress will send the emails ? because we havent connected our mailboxes to dynamics

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Email when time entries submitted

    Hi Archetype,

    I found that the entry status field has been changed to ‘submit’ if you click submit it.

    pastedimage1613353233772v1.png

    You can create new workflow to send email automatically when entry status field has changed.

    1.Go Settings > Process to create a new workflow.

    pastedimage1613353479303v2.png

    2.Add 'check condition' step, which make entry status value equals 'submit' as condition.

    pastedimage1613354192046v4.png

    Also, you can use other value as condition based on your needs,entry status field is an option set field, it has many items.

    pastedimage1613353800577v3.png

    And it will changed to 'Approved' when it has been approved, it will changed to 'Returned' when it has been rejected.

    3.Add 'send email' step under condition.

    pastedimage1613354319440v5.png  pastedimage1613355435022v1.png

    4.Save and Active the workflow.

    pastedimage1613354338521v6.png

    5.Test.

    pastedimage1613355452237v2.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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