Review emails before sending out as another user

(0) Share

Report

Posted on by Community Member

We just migrated from CRM 2013 OnPrem to CRM Online. Previously we had a process where User1 would prepare and send out emails in the CRM using User2's name. Before those emails were actually sent, the User2 would have the ability to review and approve the emails to be sent. We tried setting this up in CRM Online but there is no "review and approve" process before the emails are sent now, the emails just get sent out using User2's email address and they have no knowledge that they are being sent.

Is there any way to make it so User2 has to approve these email messages before they can be sent out?

*This post is locked for comments

I have the same question (0)

All responses (1)

Answers (0)

Community Member on at

Like (0)

Report

The only change I think think of is switching from "Microsoft Dynamics CRM for Outlook" to server side sync.

Was this reply helpful? Yes No