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Using Dynamics 365 Online version 9.0.
I need to send email notification manually when assign record. I want to choose to send a message or not to send.
How can I configure it without developer?
Thanks.
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You cannot change "assign" dialog, but you can add a checkbox to the form ("send email on assign") and create a workflow which will trigger on assign (owner field change).
If you wish, you can always verify, in that workflow, whether "modifiedby" equals your user name so that those notifications only work for you.
You can even add a business rule to hide that field for anyone else
PS. But you cannot modify "assign" dialog, so you have to tell CRM that there should be an email somehow else - see above.
Here is the link for creating On demand workflow and way to trigger on selected records.
community.dynamics.com/.../create-and-run-on-demand-dynamics-365-workflows
Thanks,
Shahbaaz
Hi Alex,
You can use Async Workflow that is out of the box functionality of CRM.
Also if you want to send email notification manually you can create Async workflow(On-Demand)
For creating workflow which send email you can follow below links :
itsolutions.bdo.ca/.../how-to-create-an-email-notification-workflow-in-microsoft-dynamics-crm-2015
If this helps, please mark my answer as verified.
Thanks,
Shahbaaz
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