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How to trigger a notification email to the lead owner when a lead is assigned?

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Posted on by Logan W

Hello,

When a lead or opportunity is assigned to someone, I would like that person to receive a notification by Email or notice via Teams. Is that possible?

Furthermore,

In the notification email or message, I would need like to insert the values of some key fields about the lead/opp, for example

- Name of the Lead/Opp

- Primary contact name and email address

- a web direct link to the lead/opp

Hope it makes sense to you. Your kind help is much appreciated.

Thanks,

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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Hello Logan,

Yes you can send an email with the power automate as well as normal workflow.

For normal workflow please follow below steps :

1. Create a new single line of text field which can be used to store the Record URL.

community.dynamics.com/.../add-record-url-in-email-template-dynamics-crm

2. Then you will have to create an email template with the above details.

3. After that create an workflow which will trigger on change of the owner, use above created email template and make new owner as the recipient.

For power automate:

when using power automate you will not need new field to store the URL. you can directly create using the compose connector.

Run your power automated flow when record owner is changed after that use send email connector and provide required details in it.

https://www.inogic.com/blog/2021/03/send-email-with-dynamics-365-crm-record-link-using-compose-action-in-power-automate-flow/

Note :

You can also send this email by using power automate when you have email template.

www.youtube.com/watch

Thank you,

Amit Katariya

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Inogic 682 on at

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Hi Logan,

It is important to be notified promptly when a lead or opportunity is assigned in order to offer immediate action and ensure valuable opportunities are not missed. Using a notification system, sales representatives can engage with newly assigned leads promptly, capitalizing on the initial momentum. Moreover, timely notifications promote efficiency, collaboration, and accountability, all of which contribute to successful sales.

Its time you should try Alerts4Dynamics by Inogic, a smart way to manage Alerts / Notifications within Microsoft Dynamics 365 CRM. A Preferred app on Microsoft AppSource.

With Alerts4Dynamics, you can receive real-time notifications and alerts for events occurring in Dynamics 365. Custom rules and conditions can be defined to trigger notifications when specific events happen, such as record creation, updating, or changing field values. Notifications can be sent via email or displayed as pop-up messages. User-friendly interface makes setting up alerts easy without coding knowledge.

Like to know more? Book a demo by emailing us on crm@inogic.com, refer online documentation or download a free trial by visiting our website https://www.inogic.com/

Thanks!

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