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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Email Notification to ...
Microsoft Dynamics CRM (Archived)

Email Notification to Owner of the Account

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Posted on by ganesh198715 545

Hi All, 

       I have a requirement, When an appointment is created for an account, the notification mail should be sent to the owner of the account, can anybody, explain how it can be done, is it possible to do it workflow?

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  • Verified answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at

    Hi Ganesh,

    You can definitely do that using workflow.

    run this workflow on create of appointment and then add step to send email.

    in the email populate the "from" to a queue which can send email and "to" to dynamics user email address or direct user.

    and add your content to the body.

  • Verified answer
    C. Jensen Profile Picture
    C. Jensen 384 on at

    Hi.

    You can do it with a workflow.

    Starting checking condition where "Regarding (Account)" - "Account" - "Contains data"

    If that is true, add the "Send Email" step, and send the email to: Look for "Regarding (Account)" -  "Owner".

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