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Hello community experts,
There is a requirement where, when a case is resolved, send an e-mail to customer to rate the case and the salesperson who solved it, and when the customer responds, generate a report on it.
I'm new to customer service, but i know sales
In the updated version I'm not able to find the workflows option
How do i achieve this in other ways
Check below link. It might helps you
Mark answer as verified, if it is feasible for you
Thanks for the help Muhammad Azwar Alam
I'm not able to store it back into customer service
If anybody could please help
Greetings of the day!
In regards to your concern, you can also try the below steps on your end:
You can use Dynamics Forms Pro & workflow,
1.Create survey form in forms pro.
2.Create workflow,in that on resolution of case you should send survey form in mail.
3.Use email of customer(account/contact) of case.
Power Automate provides template for send a survey when a case is resolved in Dynamics 365.
You can also refer the below link for your References:
I hope it helps! Let me know in case of any other concern.
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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