Create a Workflow in Dynamic CRM to Alert a Record’s Owner When an Activity/Note Is Added

Description:

In this example we explain that how to create a workflow in Dynamic CRM to alert a Record’s owner when an any Activity/Note is added on this record. Or how to send an email to the record’s owner when any Activity or Note is created in this record.

Suppose you have Lead entity in which any Note/Activity is created or added the email is automatically send to the Lead owner that the new Activity or Note is created.

Here we demonstrate that when an any phone Call activity is created on an Account then email will automatically send to the Account owner with phone call details in email.

Below is the steps for the workflow:

1)    Create workflow on Phone Call (you can also create on Note Activity based on your requirement.)
  

2)  Add Condition like

    

 

3)  Send Email Like