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Problems with workflows

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Posted on by Microsoft Employee

Hi. I recently started working with CD and Dynamics and I have a few doubts regarding workflows.

1) How do I crearte a workflow of automatic email sends whenever a client changes his/her status from potential lead to client who has reserved a house? A colleague which normally works with Dynamics told me that it should be something like this:

captura-cambio-estado-reserva.PNG

Search contact- operations (origin client) contains data - actual phase is equal to "contract" - date of creation of contract "today". I cannot find something similar, however.

2) Regarding onboarding leads I managed to create a workflow which automatically sends emails to leads who are manually added to CRM. However, my client, which is a real state, adds leads from several users (Client experience/exp/trade missions). Therefore, the only leads who receive emails are those created with my user or the supplier one. What should I do to make sure everyone receives an email? Give access to every user? Is there any other possibility?

Thanks in advance

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  • Suggested answer
    RE: Problems with workflows

    Hello,

    from your description I deduct that your workflow is only called for the leads / contacts of selected users. There seem to be additional ingestion use cases where the workflow is not called.

    Without having much insight into the specific situation I would recommend to check that the workflow is available to all the users / security roles under which those ingestions are performed.

    If this answered your question, please mark as Verified!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Problems with workflows

    I am using Dynamics 365 and Click Dimensions

  • megcda Profile Picture
    megcda 2,192 on at
    RE: Problems with workflows

    Elena are you using Dynamics 365 for Marketing or Dynamics 365 Enterprise Marketing?

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