Solved

Microsoft Dynamics CRM user does not trigger email when closing as won

Posted on 2016-07-20
4
52 Views
Last Modified: 2016-07-20
We have a workflow that is set to send an email when an opportunity is closed as WON.  however, we have a user, that when they close the opportunity as won, it does not send an email out.  

Any ideas?  

here is the workflow currently in place.
Dynamics Workflow to send emails
0
Comment
Question by:Knightsman
  • 2
  • 2
4 Comments
 
LVL 29

Accepted Solution

by:
Feridun Kadir earned 500 total points
ID: 41721256
From your screenshot, the workflow looks fine. Can the user for whom emails don't go out, send emails from elsewhere within CRM?  It might be an issue with the email settings for that user.

Also, have a look at the process sessions on the left-hand navigation for the workflow and review the instances where the workflow ran for the user. You might get an idea of what is going wrong from any error message in the log.
0
 
LVL 7

Author Comment

by:Knightsman
ID: 41721410
Where can I go to do a test email for that user?  I do appreciate all of your help recently with CRM :)

Is it possible that if the users outlook plugin is not allowing emails to be sent, it would not send any?  I would figure it was an internal email and wouldn't go through the users outlook.

The process sessions, only show one other user, with 4 records.  Its possible that no opportunity have been won other than the 4 that show up.  But ill keep an eye on it, the user has not yet submitted the opportunity as won.  Hope that makes sense.
0
 
LVL 29

Expert Comment

by:Feridun Kadir
ID: 41721436
I think the simplest test is to login to CRM as the user and then create and send an email activity (from within CRM) to an email address that you can monitor.

CRM on its own cannot deliver emails even to other users.

The ways in which emails can be sent from CRM are to use CRM for OUtlook, Server-Side Synchronization or Email Router.  The setting can be different for each user and this is set on the user record (or the mailbox record linked to the user record for more recent versions of CRM).

To use Server-side synchronization or the Email Router requires additional configuration. And you can only set one of these two options for a CRM organization - this is a system setting on the Email tab.

You are welcome for the help, that's what Experts Exchange offers.
0
 
LVL 7

Author Comment

by:Knightsman
ID: 41721806
Alright, got it fixed.  She had somehow disabled outlook from sending emails.  As soon as i enabled it, all emails showed up.  Thanks for your help again!
0

Featured Post

Announcing the Most Valuable Experts of 2016

MVEs are more concerned with the satisfaction of those they help than with the considerable points they can earn. They are the types of people you feel privileged to call colleagues. Join us in honoring this amazing group of Experts.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:   Update Rollup 1Update Rollup 2Update Rollup 3Service Pack 1Update Rollup 1 for S…
Deploying a Microsoft Access application in a Citrix environment is not difficult but takes a few steps. However, Citrix system people are often of little help, as they typically know next to nothing about Access. The script provided here will take …
The viewer will learn how to simulate a series of coin tosses with the rand() function and learn how to make these “tosses” depend on a predetermined probability. Flipping Coins in Excel: Enter =RAND() into cell A2: Recalculate the random variable…
The viewer will learn how to create a normally distributed random variable in Excel, use a normal distribution to simulate the return on an investment over a period of years, Create a Monte Carlo simulation using a normal random variable, and calcul…

813 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

11 Experts available now in Live!

Get 1:1 Help Now