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1. UG Bot
   

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   Newsgroup subject: Send e-mail when a phone call has been saved as completed
   Archived from: microsoft.public.crm
   Author: Martin

   I am trying to send an automatically workflow in 4.0 when a phonecall has been saved and completed.

   I´ve chosen not to do anything under "Available to Run".
   Scope: User.
   And "Records attributed change" I´ve selected Status Reason.

   After that I have added a step "Check condition" adn after that:
   If Phone Call:Status Reason equals [Made], then:
   Send e-mail Create New Message.

   After that I´ve set properties about the e-mail and published the workflow.
   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.

   Does anyone know how to solve this?

   Thanks!

   Posted 1 year ago #

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   Newsgroup subject: Re: Send e-mail when a phone call has been saved as completed
   Archived from: microsoft.public.crm
   Author: Dave Ireland

   Martin;

   Could be a few things. First verify that your Microsoft Async service is running and not producing any errors in the Application event log.

   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.

   Dave Ireland

   Posted 1 year ago #

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   Newsgroup subject: Re: Send e-mail when a phone call has been saved as completed
   Archived from: microsoft.public.crm
   Author: Martin

   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?

   Posted 1 year ago #

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   Newsgroup subject: Re: Send e-mail when a phone call has been saved as completed
   Archived from: microsoft.public.crm
   Author: Dave Ireland

   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?

   Posted 1 year ago #

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   Newsgroup subject: Re: Send e-mail when a phone call has been saved as completed
   Archived from: microsoft.public.crm
   Author: Aamir Bashir

   plus what the Dave said,
   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.

   ------
   Aamir
   Blog : http://mscrmsupport.wordpress.com/

   Posted 1 year ago #

6. UG Bot
   

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   Newsgroup subject: Re: Send e-mail when a phone call has been saved as completed
   Archived from: microsoft.public.crm
   Author: Martin

   Hi!
   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?
   Martin

   Posted 1 year ago #

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