Dynamics 365 for Sales: Notify your Partners when Opportunities are Updated

Posted on: March 20, 2020 | By: Julia Paul | Microsoft Dynamics CRM

Dynamics 365 for Sales

When using Dynamics 365 for Sales, notifying your sales partners when there is an update to an opportunity is a great way to keep everyone in the loop about what is happening. It helps win opportunities much quicker. The most straightforward way to do this is by creating a workflow. For this workflow, we will make the criteria that anytime a note is created in an open opportunity, it updates and sends an email to whoever you want it to and in this case, your sales partners.

If you want to learn how to do this step by step, be sure to click here to watch a quick video on how to notify your partners when opportunities are updated.

If you need any additional help and/or you are looking for additional Microsoft Dynamics 365 information, please feel free to contact Logan Consulting, a Microsoft Dynamics partner.



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