How to Create an Email Notification Workflow in Microsoft Dynamics 365

by | Microsoft Dynamics 365

How to Create an Email Notification Workflow in Microsoft Dynamics 365

by | Jun 5, 2017 | Microsoft Dynamics 365

Set it up in just 3 easy steps

Email notification is very common in workflows. These notification workflows allow updates to be sent to individuals or groups in various scenarios, such as when a case or opportunity has been logged.

Prior to setting up the Email Notifications in workflows, make sure that users are able to send emails out of Microsoft Dynamics 365.

Step 1 – Creating the Workflow

First we need to have a workflow setup. Go to Settings > Process > New.

 

Email Notification Workflows Dynamics 365 Sales CRM 1

 

Step 2 – Adding a ‘Send Email’ Step

  • Click Add Step and Send Email.
  • Give a Name to the Send Email action.
  • You can either choose to create a New Email Message or use an existing Email Template.

Step 3 – Customizing the Email

  • Click Properties and you will be presented with the New Email screen.
  • The email can be customized on this screen.
  • If you need to add fields, use the Form Assistant on the right side of the window.

 

Email Notification Workflows Dynamics 365 Sales CRM 2

 

Email notifications can be used for various actions such as:

  • Updating customers when cases are updated
  • Requesting information
  • Updating users when records are changed
  • And many more…

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Ibrar Taki is a Microsoft Dynamics and Sage CRM technical consultant at Azamba. As the Azamba installation expert, Ibrar installs and configures systems, software, and servers. He also provides support and consulting services for Microsoft and Sage users.

Ibrar works hard to ensure your system generates maximum value for you and your team.

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