Sunday, April 8, 2012

CRM 5


To send an email to the current user we have to follow some step I will mention them as follows


Step 1: Create a custom field on the account entity.


Step 2: Place this field on the account form so we can use it in workflow.

Step 3: Create a workflow on any entity you like but I am doing it on the account entity. This workflow will run on the demand.

Step 4: Add the step to update the field on the account entity we created in the above step. This step in to change the ModifyBy Field to the current user.


Step5: In this step we will send the email to the modifyby user because it will be the current user as we modify it in the last step.



Step 6: Save the workflow and activate it.


Step 7: Select the account and run the workflow on it.



Step 8: The workflow run successful and it created the email activity and the to field contain the current user.