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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Sending Confirmation E...
Microsoft Dynamics CRM (Archived)

Sending Confirmation Email of Order after Order is placed from Portal

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Posted on by Community Member

We have an email field on the form for the user to enter their email address to we can contact them and send them their finished product. Besides the success message on the form, our customers are asking for an email confirmation. I have an email template set up, but I cannot add the email we collect to the "TO:" field on the email. We have setup notification emails to send to our inside folks so they know we have an order, but we can't seem to get it to send to the customer.

Note** We don't have our customers sign in or anything, simply ask them for their email address. We tried to use the account creation and sign-in, but that created even more problems.

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  • Verified answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at

    Hey Brandon,

    Do you want to implement this in Dynamics 365 Customer Portal? If Yes, then-

    In order to send the email to the email address that customer has provided on order form, you will need to write either Plugin or workflow, will be triggered on Order creation,

    This will map the customer entered emailaddess to the Email TO field and send the email.

    Refer this - https://msdn.microsoft.com/en-us/library/hh210217.aspx?f=255&MSPPError=-2147217396

    If my answer helped to resolve your issue, kindly verify it by clicking 'Yes'. It would be helpful to the other community members seeking to resolve a similar issue.


    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.in

     

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