http://forum.crmreports.com/ User-to-user CRM related forums en Wed, 08 Sep 2010 04:44:02 +0000 http://forum.crmreports.com/topic/crm-workflow-to-send-email-after-phone-call#post-1999 Sat, 13 Sep 2008 19:05:45 +0000 UG Bot 1999@http://forum.crmreports.com/ <p><em>Newsgroup subject: Re: Send e-mail when a phone call has been saved as completed<br /> Archived from: microsoft.public.crm<br /> Author: Martin</em></p> <p>Hi!<br /> I can send an e-mail directly with a workflow when the phonyactivity creates so I have no problem with my mailsystem. I think I´ve made something wrong with my workflow. Can anyone see if there is something wrong with it?<br /> Martin </p> http://forum.crmreports.com/topic/crm-workflow-to-send-email-after-phone-call#post-1998 Sat, 13 Sep 2008 19:05:12 +0000 UG Bot 1998@http://forum.crmreports.com/ <p><em>Newsgroup subject: Re: Send e-mail when a phone call has been saved as completed<br /> Archived from: microsoft.public.crm<br /> Author: Aamir Bashir</em></p> <p>plus what the Dave said,<br /> you need to make it sure you are using right integration of email with the crm if you are using work flow to send an email I am talking about email router or standard outlook. send email to yourself from webclient and then see if it reaches at destination.</p> <p>------<br /> Aamir<br /> Blog : <a href="http://mscrmsupport.wordpress.com/" rel="nofollow">http://mscrmsupport.wordpress.com/</a> </p> http://forum.crmreports.com/topic/crm-workflow-to-send-email-after-phone-call#post-1997 Sat, 13 Sep 2008 19:04:28 +0000 UG Bot 1997@http://forum.crmreports.com/ <p><em>Newsgroup subject: Re: Send e-mail when a phone call has been saved as completed<br /> Archived from: microsoft.public.crm<br /> Author: Dave Ireland</em></p> <p>does the workflow fire when your [Made] condition is set on a phone call? is the workflow published? is the Microsoft Async Service running on the server? </p> http://forum.crmreports.com/topic/crm-workflow-to-send-email-after-phone-call#post-1961 Thu, 11 Sep 2008 17:09:50 +0000 UG Bot 1961@http://forum.crmreports.com/ <p><em>Newsgroup subject: Re: Send e-mail when a phone call has been saved as completed<br /> Archived from: microsoft.public.crm<br /> Author: Martin</em></p> <p>Thanks for your answer but I can send e-mails from the CRM system. Do you think there is any wrong about the workflow I created? </p> http://forum.crmreports.com/topic/crm-workflow-to-send-email-after-phone-call#post-1891 Wed, 10 Sep 2008 13:55:01 +0000 UG Bot 1891@http://forum.crmreports.com/ <p><em>Newsgroup subject: Re: Send e-mail when a phone call has been saved as completed<br /> Archived from: microsoft.public.crm<br /> Author: Dave Ireland</em></p> <p>Martin;</p> <p>Could be a few things. First verify that your Microsoft Async service is running and not producing any errors in the Application event log.</p> <p>if that is all good, then is it possible that the user from whom the e-mail is to be sent is properly set up to send mail? for example if the "send from" user is set to use Outlook as their outbound mail conduit, but that user never actually logs into the CRM for Outlook, the mail will never be sent.</p> <p>Dave Ireland </p> http://forum.crmreports.com/topic/crm-workflow-to-send-email-after-phone-call#post-1875 Wed, 10 Sep 2008 08:26:33 +0000 UG Bot 1875@http://forum.crmreports.com/ <p><em>Newsgroup subject: Send e-mail when a phone call has been saved as completed<br /> Archived from: microsoft.public.crm<br /> Author: Martin</em></p> <p>I am trying to send an automatically workflow in 4.0 when a phonecall has been saved and completed.</p> <p>I´ve chosen not to do anything under "Available to Run".<br /> Scope: User.<br /> And "Records attributed change" I´ve selected Status Reason.</p> <p>After that I have added a step "Check condition" adn after that:<br /> If Phone Call:Status Reason equals [Made], then:<br /> Send e-mail Create New Message.</p> <p>After that I´ve set properties about the e-mail and published the workflow.<br /> When I´ve save the phone call as completed a workflow starts and it gets succeeded but no mail is sending to the customer. The mail doesn´t appear on the historylist and the customer has an e-mail adress on the contactcard.</p> <p>Does anyone know how to solve this?</p> <p>Thanks! </p>