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Microsoft Dynamics CRM (Archived)

Workflow not working from portal

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Posted on by 760

Hi,

I created a workflow that sends email when a new case was created. However, if the case was created from  customer portal the workflow is not working. No email received

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  • Suggested answer
    shaikh sharef Profile Picture
    shaikh sharef 80 on at
    RE: Workflow not working from portal

    Hi jane,

    1. What is the  output message in Setting=>System Job for case creation,

       is there in system job "Status Reason" is Successful ?

    2. if it successful  do the  "configure the Microsoft Dynamics CRM E-mail Router ".

    3. check scope of workflow from "user"  to "Organization".

     if found useful mark answer as verified.

  • CRMexplorer Profile Picture
    CRMexplorer 760 on at
    RE: Workflow not working from portal

    Hi,

    It's working now. You're right had to change the scope.

  • Verified answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: Workflow not working from portal

    Hi Jane,

    Please check the Scope of the Workflow. If it is set to 'User' level then Set it's scope to the 'Organization'.


    If found useful, please mark the answer as verified.


    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.com

     

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