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

(0) Share

Report

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

Categories:

Activities

Knowledge Management

I have the same question (0)

All responses (5)

Answers (0)

Suggested answer

Alex Fun Wei Jie 33,628 on at

Like (0)

Report

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?

Was this reply helpful? Yes No
Mahendar Pal 45,095 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Waqar Sohail on at

Like (0)

Report

Hi,

Can you please share the screenshot of workflow?

Regards

Was this reply helpful? Yes No
JustLearning 55 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
JustLearning 55 on at

Like (0)

Report

Thank you all for your responses.

Was this reply helpful? Yes No