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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / 'Assigning' op...
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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I have the same question (0)
  • Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at

    Chris,

    You can refer the following thread:

    community.dynamics.com/.../197183

    Hope this helps

  • Suggested answer
    Piotr Kerner Profile Picture
    Piotr Kerner 285 on at

    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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