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Microsoft Dynamics CRM (Archived)

Email alert before receive entity form (Portals)

Posted on by Microsoft Employee

Hey!

I have an entity form and I want in after being sent on the portal, a notification be sent to my email, just like alert.

It's possible?

Thanks.

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  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: Email alert before receive entity form (Portals)

    I didn't understand.. do you want the e-mail after or before the record is created?

  • Suggested answer
    Nicholas Hayduk Profile Picture
    Nicholas Hayduk 2,863 on at
    RE: Email alert before receive entity form (Portals)

    Hi Rita,

    Yes, this is certainly possible using standard Dynamics workflows.  Keep in mind that the Portal is interacting with standard Dynamics data through the CRM SDK - therefore, create a workflow that runs when a record is inserted or updated (depending on your type of Entity Form) and use the out-of-the-box Send Email capabilities.

    Hope that helps.

    Nick

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