Hi,
I'm a newbie with Dynamics and I am look to send clients a meeting request (or at least an e-mail) when a work order is scheduled.
Is this possible?
Appreciate any pointers you may have regarding this topic.
Thanks,
Paulo
Hi,
Here is a video which introduces Creating Workflows to Send email in Dynamics CRM.
https://www.youtube.com/watch?v=Ct0itsCxB6M
Hope it could help you.
BR,
Judy
Thanks Judy. Any URL with some examples or documentation on how to do this?
Hi,
You could use workflow or Business process flow to achieve this.
BR,
Judy
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