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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Send email notificatio...
Microsoft Dynamics CRM (Archived)

Send email notification when new opportunity created

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Posted on by Irfan Mughal 455

Hi,

i want to send email alert to specif user when new opportunity is created. for this i have created a process and activate it. But user does not receive any email.

crmemail.PNG

on steps i just add send email and set email properties.

secondly when i try to edit process and open properties its says "If this email appears empty, its contents may be in an attachment. Open the attachment to view the contents."

pls guide how to test and verify send email notification on opportunity creation.

Thx

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  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Send email notification when new opportunity created

    Is your user having licence?? if yes did you Test and Enable users Mailboxes if not, please check below link for the same,

    blogs.msdn.microsoft.com/.../test-and-enable-mailboxes-in-microsoft-dynamics-crm-2015

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Send email notification when new opportunity created

    Share your email workflow steps, and make sure you are filling details correctly and user's have primary email and approved.

  • Irfan Mughal Profile Picture
    Irfan Mughal 455 on at
    RE: Send email notification when new opportunity created

    Status is Succeeded. but user does not received email. pls guide

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Send email notification when new opportunity created

    Also you can go to setting-->system jobs and check if your workflow getting triggerd or not

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Send email notification when new opportunity created

    HI Irfan,

    This might be because you have not set "To" and "From" Properly. Please check it

    You are getting this message "If this email appears empty, its contents may be in an attachment. Open the attachment to view the contents."

    because your workflow is activate, please try to deactivate this and check it.

    Thanks,

    Shahbaaz

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