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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create Workflow & ...
Microsoft Dynamics CRM (Archived)

Create Workflow & Rules with E-mail Templete

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Posted on by Shakti Singh Rajput 958

Send Welcome email

Send Welcome Email field is TRUE

Sends a form email letter to the Primary Contact Email address

As early as possible in a new project's timeline, we want to reach out to the customer to confirm that we have the right contact person and the right install date.  The project must be assigned to a PM first, however, to include their email signature.

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  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    Please describe a little bit on the design of your entities first.

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