Is it possible to use an email template to create an email to internal
users?
I am trying to send a notification to people that has detail about the Case,
Number, description, etc, which seems to be only possible using a template.

However, it looks like it is impossible to specify the recipient as the User
while creating the workflow, which has resulted in external contacts
receiving the email that was intended for internal consumption.

If anyone has advice on this, I would appreciate it.

Thanks,

SC

Sorry steve

I highlighted this problem to MS months ago. The templates cannot be used as
they send out to the customer so be very careful when testing.

what is need is to be able to send any email and drop in info like
opportunity type, customer etc. This feature should appear in a later
release. just dont know when

"Steve Chambers" <steve.chambers@rimrock.com> wrote in message
news:uaMVOKcZDHA.4028@tk2msftngp13.phx.gbl...

I remembered that you posted something like this a long time ago, but I
couldn't find the post so I gave up looking. Laziness on my part.

Hysterical thing is that I did end up creating the rule, activating it, then
tested it live and sent an email to a customer!!! Thankfully, I picked the
right person who figured I was testing anyway.

It is pretty shocking that you can't drop in object attributes in the normal
send email, like you can with the templates. Even more shocking that the
email is sent to the customer in error!!

Oh well. I need to notify people via email that they have a support case
waiting in CRM. I guess that I'll do it by using static text and see what
happens.





"John O'Donnell" <csharpconsulting@hotmail.com> wrote in message
news:OGlvnRcZDHA.2476@tk2msftngp13.phx.gbl...

A lot of the earlier posts in this group have dissapeareed. My guess is that
as the CRM support guys have turned the questions and answers into support
articles they have removed the posts but of course for people who do not
have access to partnersource this does not help them.

I was lucky in that i tested templates with a dummy account first.


"Steve Chambers" <steve.chambers@rimrock.com> wrote in message
news:eQngthoZDHA.3436@tk2msftngp13.phx.gbl...