Create a Workflow to Alert a Record’s Owner When an Activity/Note Is Added to a Lead

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Posted on by JustLearning

Hi,

When an assigned Lead is having an Activity/Note added to it by another user, I want an email to be sent to the assigned Lead's user stating a note has been added to their Lead.

I have followed the instructions on the below page (replacing Account with Lead) but no email is being sent when adding a note to an existing lead assigned to someone else in the Sandbox version.

Can someone help please?

https://community.dynamics.com/crm/b/crmpowerobjects/archive/2012/10/23/create-a-workflow-in-crm-to-alert-a-record-s-owner-when-an-activity-note-is-added

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Knowledge Management

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JustLearning 55 on at

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RE: Create a Workflow to Alert a Record’s Owner When an Activity/Note Is Added to a Lead

Thank you all for your responses.
JustLearning 55 on at

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RE: Create a Workflow to Alert a Record’s Owner When an Activity/Note Is Added to a Lead

Hi Fun,

Thank you for your reply. I managed to get it to work by selecting the following Entities: Phone Call, Note and Task in the Workflow.

Now when a Phone Call, Task or Note is added to a Lead and the person adding it isn't the same as the Owner/Assigned user, then an email is sent to the Owner/Assigned person stating a Phone Call, Task or Note has been added.

The mistake I made was choosing the wrong Entity for what I needed.
Waqar Sohail on at

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RE: Create a Workflow to Alert a Record’s Owner When an Activity/Note Is Added to a Lead

Hi,

Can you please share the screenshot of workflow?

Regards
Mahendar Pal 45,095 on at

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RE: Create a Workflow to Alert a Record’s Owner When an Activity/Note Is Added to a Lead

Hi,

In addition to that you can check :

1. Can you see if email records is created

2. If created what is their status

3. Is email integration working fine
Suggested answer

Alex Fun Wei Jie 33,626 on at

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RE: Create a Workflow to Alert a Record’s Owner When an Activity/Note Is Added to a Lead

Hi,

Please share your workflow setting as well.

At the same time, Are you using real time workflow , so it would trigger immediately after note has been added?

is the condition in the record that you used does not meet up the criteria you set in workflow?