dynamics crm - how can i send email to team members after assigning record in crm 2011? -
i need send email team members.the mail record assigned you.using either workflow or plugin.which means if assigned record particular team need send mail notification particular team members ...how ???
what type of object talking about?
for that's owned user, can create workflow triggered whenever object changes owners, send e-mail new owner. not tricky.
sending e-mail entire team tricker. there couple different ways accomplish this.
- distribution list.
edit team entity contains team e-mail. create distribution list has members of team on it. create workflow user, , send e-mail distributon list address if there change in ownership
the disadvantage of have manage dl list , teams in crm separately. it's quick.
- plug in.
create plug in fire when ownership of object changes. make linq query grab e-mail addresses of users in team. create foreach loop send out e-mail users.
this more difficult , time consuming of options, it's right way it.
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