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Microsoft Dynamics CRM (Archived)

CRM 365 Notification workflow with dynamics url

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Posted on by 6

Hello All Experts,

I need to create a workflow which will be used for notifying the user when a user is assigned with .

1. One Record

2. Bulk Record

Also want to send the dynamics url.

is there any step by step solution , 

what are the pros and cons.

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I have the same question (0)
  • Suggested answer
    Shahbaaz Ansari Profile Picture
    6,211 on at

    You need to create a workflow which will trigger on assign,

    Please check below link,

    dynamicsofdynamicscrm.com/.../quick-tip-add-record-hyperlink-with-text-in-send-email-via-workflow-in-dynamics-crm

  • EmployeeOcta Profile Picture
    6 on at

    Hello Shahbaaz,

    Thanks for your reply.

    i need some more information, like whome to set in To field , what are pros and cons.?

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    6,211 on at

    Hi,

    In From you can set (Createdby(Account)) and in To (Owner).

    Pros : You don't have to write plugin code for this.

    Cons: there is no cons :)

    If you find it helpful, Please mark as verified.

    Best Regards,

    Shahbaaz

  • Shahbaaz Ansari Profile Picture
    6,211 on at

    Hi Octa,

    Did you resolved your issue?

    Best Regards,

    Shahbaaz

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