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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Notify (email) team/queue
Microsoft Dynamics CRM (Archived)

Notify (email) team/queue

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Posted on by RaulOcana 8,270

Hi guys.

I have this workflow that according to the field (lead source) will assign a Lead to a user or customer. When the process assigns a user it easily send an email to the new lead's owner.

But I can't make it work with teams. As soon I assign a Lead to a team I also create a queue item with this lead and team owner, but I don't know how to send emails to to team or queue users.

Have anyone done this before?

Thanks!

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  • Verified answer
    jlattimer Profile Picture
    jlattimer 24,562 on at
    RE: Notify (email) team/queue

    If you want to send an email to individual Team members you can use this custom workflow activity I created to handle that.  

    https://crm2011internalemail.codeplex.com/

  • Suggested answer
    Hosk Profile Picture
    Hosk on at
    RE: Notify (email) team/queue

    is sending an email to a queue or team what you actually want to do.

    Usually the email addresses for these are not really email addresses you want to send to notify someone they have a lead assigned to them.

    At the moment Team doesn't have an email address associated with it.

    To send emails to the whole team, you could write a plugin to do this but it would be quite a bit of effort.

    Perhaps you could just create a workflow to send emails to a team leader and create a new field on the team entity which had the team leader and lookup to a contact

  • RaulOcana Profile Picture
    RaulOcana 8,270 on at
    RE: Notify (email) team/queue

    actually I would like to notify the whole team that a lead was assigned, because sometimes the team's leader is on vacation or out of town/country so the whole team will be notified. Then any member of the team will pick the lead from the team's queue and work on it.

    I hope I made myself clear.

    Kind regards,

    Raul

  • Verified answer
    Hosk Profile Picture
    Hosk on at
    RE: Notify (email) team/queue

    I guess you should use the tool recommended by Jason because that seems to be the easiest way to create the functionality you want without lots of custom code

    crm2011internalemail.codeplex.com

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