Cranes CRM: Quote - Vendor Quote Creation (UE/NE) Notification (Workflow)
OnCreate Workflow
Step 1
Criteria:
- UE Vendor Quote created OR
- NE Vendor Quote created
Email Notification created in CRM when above criteria is met.
Email is sent from Dynamics Administrator (Cranes) dynadmin@leavittcranes.com
Email is sent to:
Subject: Vendor Quote Created
Email Body:
{Created By(Quote)} created a {Department(Quote)} for {Potential Customer/Vendor(Quote)}
<hyperlink><name>{Name(Quote)}</name><value>{Record URL(Dynamic)(Quote)}</value></hyperlink>
Quote: OnCreate
Step 2
Criteria:
- Status Does NOT Equal Closed AND
- Wire Transfer Approval Equals Yes
Email Notification created in CRM when above criteria is met.
Email is sent from Dynamics Administrator (Cranes) dynadmin@leavittcranes.com
Email is sent to:
Subject: Vendor Quote Approved
Email Body:
The following quote has been approved:
{Created By(Quote)} created a {Department(Quote)} for {Potential Customer/Vendor(Quote)}
<hyperlink><name>{Name(Quote)}</name><value>{Record URL(Dynamic)(Quote)}</value></hyperlink>
OnUpdate- Vendor Quote Send Email on Approval