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Microsoft Dynamics 365 | Integration, Dataverse...
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CLIENT/PROSPECT/FIRM - no email interaction during compliance stage process

Posted on by Microsoft Employee

Users are no longer getting the compliance stage process email notifications or notification when changing stages from compliance to senior executive stage. Also, I am not receiving notifications when admins add the documents to CRM when onboarding a new client.

Was working fine before, but now I'm not sure where to look.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CLIENT/PROSPECT/FIRM - no email interaction during compliance stage process

    Hi Steve,

    correction:

    Microsoft Dynamics 365 Version 1612 (8.2.9.19) (DB 8.2.9.19) on-premises

    Regards,

    Justin

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CLIENT/PROSPECT/FIRM - no email interaction during compliance stage process

    Hi joostin,

    Which app are you using, D365 Marketing or another app?

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