regarding the email issue

Question

i have an a record when am sending an a email through that record the record must goes to another entity

suppose "xyz" is an record when i send a email through this record this record "xyz" moves to another entity.

how it possible please give me some solution?

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ms crm

Answer 1

Natively you should be able to write a Workflow that will format and generate your Email, then perform your record 'transfer' to the new entity.

Answer 2

if the email is sent from the record the complete record should have to move to that entity "crm"

can explain a bit more how the steps should have to create in the workflow to achieve it.

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ms crm

Answer 3

Maybe this will help get you started:

http://www.dynamicscrmtrickbag.com/2010/01/12/send-emails-with-workflows/

-JayB