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Microsoft Dynamics CRM (Archived)

How to separate email templates based on teams.

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Posted on by 6

Hello All Experts

When a lead gets created our organization wants to send the email to lead and sales manager with differentiating based on the teams organized.

the emails should be separated based on templates.

is it possible?

if yes then,how to achieve this functionality?

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  • Suggested answer
    Syed Ibrahim Profile Picture
    6,257 on at
    RE: How to separate email templates based on teams.

    There is no feature like team based email template . Rather you have to create workflow to use different template in the mail and can be sent to different teams based on lead assignment rule u defined

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: How to separate email templates based on teams.

    Hi,

    You need to develop custom work flow which send email to team.

    Thanks,

    Mansoor

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