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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to Create/Edit Pro...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to Create/Edit Project Tasks creation notification emails

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Posted on by Community Member

Everytime we create a new Project Task it sends an empty email with just the CRM Tracking Token as the Subject and a blank body.

How do I edit this to send the person that the task has been assigned to some useful information?

I.e

Project Name

Task Name

Task Description

I have the same question (0)
  • Suggested answer
    Zaidel Zertuche M Profile Picture
    Zaidel Zertuche M 187 on at

    Hi If I got you well you are asking for guidance in how to edit a custom WF that is already configured to send an email when a Project Task is created.

    First of all you need to navigate as System administrator to the Advanced Setting page. Within Dynamics 365 click on the up right corner mesh to find the current Workflow. Go to Settings > Process

    1. Navigate to Advanced Settings at upper right setting icon.

    pastedimage1589591243264v1.jpeg

    2. You will see legacy admin Settings interface. Go to Process Center > Process

    pastedimage1589591243264v2.jpeg

    3. Identify the current Workflow that send the email after Project Task is created and double click.

    4. Inside the process, you will see an email sent "step" click on Set Properties for this step and found the following option Dynamics values.

    0552.png

    For further details please take a look into this awesome blogs and community articles

    Insert dynamic values from custom entities in an email template – Microsoft Dynamics CRM

    Dynamic Values for Custom Entities in Email Templates

    https://www.azamba.com/2017/06/05/how-to-email-notification-workflow-in-microsoft-dynamics-365/

    Hope it helps.

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