How to Create an Email Notification Workflow in Microsoft Dynamics 365
How to Create an Email Notification Workflow in 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.
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 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…
EZ Buttons releases version 3.0!
Chicago, IL – [November 20th] - We are thrilled to bring you EZ Buttons 3.0, a game-changing update packed with powerful tools to streamline your sales process and help you get more done, faster. With EZ Buttons, turn time-consuming, multi-step tasks into quick,...
Microsoft Dynamics 365 Business Central + CRM Integrated Demo | Dynamics Deep Dive Series
In This Demo You Will Learn To: Personalize your CRM to focus on the data that matters most. Create custom dashboards to track critical metrics efficiently. Use data views to help your team make smarter, faster decisions. Simplifying Sales with Microsoft Dynamics 365...
How to Track Your Goals and Metrics in Microsoft Dynamics 365 CRM – Dynamics Deep Dive Series
In the fast-paced world of sales, efficiency and clarity in managing goals and activities are extremely important. Microsoft Dynamics 365 CRM is a transformative solution for sales teams looking to enhance productivity and smash their sales targets. Join experts Peter...
Why MSP’s Should add CRM to their Solution Portfolios
We’re entering a new era in CRM. All the old reasons for customers buying CRM are still valid. But the advent of AI is making the case for renewed interest in CRM. To modify an adage, “If it’s interesting to my customers, then it is fascinating to me!”. AI is...
Boost Your MSP Earnings with Strategic Partnerships
Time is money, we’ve been told since childhood. The idea is that people should focus their attention on the things that bring value to them, and avoid the things that don’t. Since time is a precious resource, it makes sense to try and maximize its utility as it’s the...
CRM Launch in 5 Weeks – Get Results Fast!
CRM is becoming a must-have tool for businesses to stay competitive. But the process of setting it up often wastes time and resources without getting the expected results. To solve this, we've created a new approach that makes the implementation process easier and...
How Most CRM Project Fail & Yours Won’t | CRM Strategy
In today’s fast-paced business world, implementing CRM is more important than ever. However, the reality is that 40 to 70 percent of CRM projects fail, causing significant time and financial losses. This highlights the need for effective strategies rather than relying...
Do This to Avoid Wasting Time and Money With Your CRM
CRM as the Backbone of Competitive Advantage Investing in a CRM system can either significantly boost your business or fail to meet expectations. Enhancing sales growth, operational efficiency, productivity, customer retention, and responsiveness are crucial benefits....
Adding CRM to Your Solution Offering – Not Just a “Nice to Have”
Many MSP’s hesitate to add non-infrastructure solutions to their offerings. There are a lot of reasons for this: Lack of experience with the solution Fear of losing focus on the vital infrastructure solutions that make up the core offerings Uncertainty over the...
Why MSP’s Should Care About CRM
Every MSP cares about their customers. Reliability. Trustworthiness. Committed. These are the attributes that MSPs want to reflect back to their customers. In an earlier I post I talked about the pain that many customers are feeling because of a CRM install gone bad....
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.
Related articles:
EZ Buttons releases version 3.0!
Chicago, IL – [November 20th] - We are thrilled to bring you EZ Buttons 3.0, a game-changing update packed with powerful tools to streamline your sales process and help you get more done, faster. With EZ Buttons, turn time-consuming, multi-step tasks into quick,...
EZ Buttons releases version 3.0!
Chicago, IL – [November 20th] - We are thrilled to bring you EZ Buttons 3.0, a game-changing update packed with powerful tools to streamline your sales process and help you get more done, faster. With EZ Buttons, turn time-consuming, multi-step tasks into quick,...
Microsoft Dynamics 365 Business Central + CRM Integrated Demo | Dynamics Deep Dive Series
In This Demo You Will Learn To: Personalize your CRM to focus on the data that matters most. Create custom dashboards to track critical metrics efficiently. Use data views to help your team make smarter, faster decisions. Simplifying Sales with Microsoft Dynamics 365...
