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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / i want to send notific...
Microsoft Dynamics CRM (Archived)

i want to send notification after done in sales opportunities ?

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Posted on by account payable 670

I want to send notification after user assign to account manager (after done sales opportunities)

here below screen shot account manager (red color arrow) user assign to account manager after how to send notification (account manager want to get email notification through the email from crm )

if any one know about this please help me

notification.JPG

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  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    you can create a workflow to do that.

    itsolutions.bdo.ca/.../how-to-create-an-email-notification-workflow-in-microsoft-dynamics-crm-2015

  • Suggested answer
    Frank Lee Profile Picture
    Frank Lee 4,617 on at

    Yes via workflow to setup and send email notification.   However note that assigning the account manager tracks the data in the Connection entity and not on the Opportunity entity itself.  So setup the workflow on the Connection entity and use check condition to limit to Opportunity and the Role

  • account payable Profile Picture
    account payable 670 on at

    Dear Frank Lee

    could you please show me as screenshot because am new in crm

  • Suggested answer
    Frank Lee Profile Picture
    Frank Lee 4,617 on at

    Check out this tread should be similar:

    community.dynamics.com/.../225649

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