Hello,
We are currently using MS Dynamics 2016 and I'm having trouble setting up some alerts. I need to figure out how to alert some users when their opportunity is closed and registered as "won". Specifically, at least five departements are using the CRM (including Finance team). I need to set up an alert for the user who register a Finance opportunity in order to remember him to send an email (if I can set-up this automatic email would be better) six months after the opportunity is closed and set as "won".
Problems:
1- I don't know how to specify that the opportunity concerns only Finance departement.
2- I don't know how to set-up an alert in order to remember the owner of the opportunity, to send an email to the client six months after the opportunity has been closed and won.
3- Is there any way to set-up this automatic email? Using a template, can we just send a bulk of emails (only to this clients)?
Thanks