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Primary Contacts Mobile Number in Opportunity Work Flow

Hi,

I am creating a WorkFlow to send a automated email related to opportunity and need to insert the dynamic value of the primary contacts mobile number to the send-email function.

please let me know how to do that.

Thanks,
Asif
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GulfIT
Asked:
GulfIT
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1 Solution
 
Rikin ShahMicrosoft Dynamics CRM ConsultantCommented:
Hi,

Please check this video and let us know if you find any difficulties.
https://www.youtube.com/watch?v=0pVOt7LU5lI
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GulfITAuthor Commented:
Rikin,

The video is helpful but does not answer the question.

I need to have a dynamic variable to pull out the mobile number field in the potential customers primary contact to the send-email body in a opportunity workFlow.

i have attached the send -email SS.
Opportunity-WF.docx
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Rikin ShahMicrosoft Dynamics CRM ConsultantCommented:
Hi,

You have to go to Form Assistant -> Look For -> Select Potential Customer -> Primary Contact -> Add -> Click ok.

Hope it helps.
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GulfITAuthor Commented:
That only adds the Name of the primary contact not his mobile number.
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Rikin ShahMicrosoft Dynamics CRM ConsultantCommented:
Check on your customer form, which is the Primary Contact Number/Mobile number used? You have to get the same field here.
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GulfITAuthor Commented:
I am looking for something like the below but seems that i cannot go to the related fields of the primary contact of the potential customer.

{Mobile Phone(Primary Contact(Potential Customer (Account)))}
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Rikin ShahMicrosoft Dynamics CRM ConsultantCommented:
Hi,

This will be a 3 level deep. In this case this will not work. However if you are good at c# programming, I would suggest to create a Custom Workflow Activity and get Contact number as the output parameter. You can then use it inside your email body.
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GulfITAuthor Commented:
Not a complete answer but gave a insight as to what needs to be done.
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