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Microsoft Dynamics CRM 2011 Application Design by Mahender Pal

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Sending notifications using workflows

We need to send an issue assignment notification to the assigned member. We can create a workflow to send the notification and set it to run when the record is assigned.

Perform the following steps to create the workflow to send a notification:

  1. Navigate to Setting | Processes | New.
  2. Enter the following information on the workflow dialog box and click on OK:
    1. Process Name: Send Issue Assignment Notification
    2. Entity: Issue
    3. Category: Workflow
    4. Type: New Blank Process
  3. Set Scope to Organization and set Start when to Record is assigned.
  4. Select Add Step | Send E-mail and click on the Set Properties button.
  5. Select the From field and select Modified By from Form Assistant:
  6. Click on Add and then click on the OK button.
  7. In the same ...

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