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Microsoft Dynamics 365 | Integration, Dataverse...
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Generate an email when Lead qualify

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Posted on by 112

Hi !

I would like to generate an email when Lead qualify or 

Could you please advise the steps how to do ?

Cheers

HarHar

  • HarHar Profile Picture
    HarHar 112 on at
    RE: Generate an email when Lead qualify

    Hi Xavier,

    Good afternoon.

    I have set a new process when the field "decision maker?" = "complated" then generate email.

    I didn't change anything and it works after 7 hours, I got the auto generated email after 7 hours.

    Only doesn't know why pending for 7 hours then got the email ?

    Well Done Xavier.

    Appreciate your great help.

    Cheers

    HarHar

  • HarHar Profile Picture
    HarHar 112 on at
    RE: Generate an email when Lead qualify

    Hi ! Xavier,

    Thanks very much for reply.

    Is the "Decision maker" field added to "Record fields change"? Yes

    Do you have "Failed" in Process session ? No

    The result should when when I click "Completed" on "Identify Decision Maker" , it will automatically send email, but nothing happened.

    Appreciate your great help.

    Cheers

    HarHar

  • XM-22040801-0 Profile Picture
    XM-22040801-0 11 on at
    RE: Generate an email when Lead qualify

    Hi,

    Is the "Decision maker" field added to "Record fields change"?

    Do you have "Failed" in Process session ?

    pastedimage1681726124832v2.png

  • HarHar Profile Picture
    HarHar 112 on at
    RE: Generate an email when Lead qualify

    Hi ! Xavier,

    The field "decision maker?" = Identify Decision Maker, which is under the business process 

    Thanks

    pastedimage1681725995682v1.png

  • HarHar Profile Picture
    HarHar 112 on at
    RE: Generate an email when Lead qualify

    Hi Xavier,

    Good morning.

    The Generate an email when Lead qualify has been done, I will mark this post as resolved later.

    May I have one more questions :

    I have set a new process when the field "decision maker?" = "complated" then generate email, but it doesn't work.

    Please have a look the following screen, is that correct or not ?

    pastedimage1681723807610v1.png

  • HarHar Profile Picture
    HarHar 112 on at
    RE: Generate an email when Lead qualify

    Hi Xavier,

    Yes, I will mark this post as resolved.

    Let me implement it next week.

    Keep in touch

    Appreciate your great help.

    Cheers

    HarHar

  • Verified answer
    XM-22040801-0 Profile Picture
    XM-22040801-0 11 on at
    RE: Generate an email when Lead qualify

    You're welcome.

    If I have answered your need, don't forget to mark this post as resolved.

  • HarHar Profile Picture
    HarHar 112 on at
    RE: Generate an email when Lead qualify

    Hi Xavier,

    Thanks very much for the details.

    You're my Angel.

    Appreciate your great help.

    Cheers

    HarHar

  • Suggested answer
    XM-22040801-0 Profile Picture
    XM-22040801-0 11 on at
    RE: Generate an email when Lead qualify

    - Add step => Check Condition
    - Click on "<condition> (click to configure)"
    - Select "Lead" => Select "Status Reason" => Select "Equals" => Select "Qualified".

    pastedimage1681473897569v1.png

    - Save an Close.
    - Select "Select this row and click Add Step."
    - Add Step => Send Email.
    - Click on "Set Properties" => Set your email info.
    - Save
    - Activate

    Regarding your other post (pull data from Accounts into Leads), Leah Ju answered you.

  • HarHar Profile Picture
    HarHar 112 on at
    RE: Generate an email when Lead qualify

    Hi Xavier,

    How can I create the following ? I can't found "Status Reason equals[Qualified]

    pastedimage1681473254147v1.png

    Thanks very much

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