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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Workflows for W-9's
Microsoft Dynamics 365 | Integration, Dataverse...
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Workflows for W-9's

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Posted on by Community member 2
Has anyone set up a workflow that would either assign a task to a staff member to send out an email with a W-9 attached or email the vendor directly?
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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 302,781 Super User 2026 Season 1 on at
    Hi,

    Can you explain if and how your question is related to Dynamics 365? If the question is about Dynamics 365, then please specify what exact product in this family you are using.
  • Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 26,767 Super User 2026 Season 1 on at
    Hi,
     
    Can you please ive us more details.
     
    Best regards,
    Mohamed Amine MAHMOUDI

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