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Microsoft Dynamics CRM (Archived)

Email Notification when user reopens an opportunity

Posted on by Microsoft Employee

Hi,


I would like to know if anyone knows how to be notified when someone reopens an opportunity.

Thanks a lot!

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Email Notification when user reopens an opportunity

    Thanks! That solves part of my problem. I also need to know the opportunities that the value changed after that reopen. I mean, someone reopen an opportunity, then closes again as won with a different value. Is it possible to know?

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Email Notification when user reopens an opportunity

    Hi,

    you can create a workflow,

    1. trigger on status changed, 

    2. for checking criteria, check is the status equal to "Open",

    3. if yes, then send email to Modified by.

    1108.30.png

  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Email Notification when user reopens an opportunity

    Set up a workflow to run on the Status change of an Opportunity.  Do a check condition to see if the status equals "Open".  Then send an email to yourself if it equals true.  That should handle it.

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