Dynamics workflow

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Posted on by Community Member

I have a workflow that automatically updates a contact to a specific owner that matches the linked Company owner when a contact record is created. What I want to do is to send an email when an owner changes AFTER a contact record is created. Any idea how I include this in a workflow?

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Community Member on at

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RE: Dynamics workflow

Hi yes but I only want the workflow to run AFTER the record has been created and after the first workflow runs as mentioned above. Any ideas?
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Mahadeo Matre 17,021 on at

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RE: Dynamics workflow

Yes, You need to run workflow on "Record assigned". and you can send email to assigned user.
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RE: Dynamics workflow

Hi Priyesh - thanks only problem is the owner in most cases would equal the Account owner. Can you think of any way to include in the workflow for it to send the e-mail only once the Owner changes after creation?
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Priyesh 7,396 User Group Leader on at

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RE: Dynamics workflow

Hi AmandaB,

You can write another workflow that triggers on the update of the Contact's Owner field, and put a check condition, i.e. if the Owner of the Contact does not equal the parent Account's Owner, send an email.

Hope this works for you.