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Microsoft Dynamics CRM (Archived)

'Assigning' opportunities to owners: settings

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Posted on by Community Member

Good morning, I can assign opportunities to owners (using them as a reminder), but I see no result following. I would like to have assigned opportunities to be sent in to Outlook an preferably with a reminder opportunity.

Pleas advise, very welcome.

Chris (obviously VERY unexperienced in CRM ;-)

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Rajkumar Rajaraman on at

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Chris,

You can refer the following thread:

community.dynamics.com/.../197183

Hope this helps

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Piotr Kerner 285 on at

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Hi Chris,

You could create a basic workflow that would send an email that would be triggered anytime the oppotunity is assigned to a new owner.

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