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Customer experience | Sales, Customer Insights,...

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Assigned task automatic notification

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Posted on by CU20021453-0

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If I am assigned a task in d365 customer engagement, I want to receive an automatic notification. How do I set this up? Additionally, I want to receive another reminder when a task has expired and has not yet been picked up.

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11manish 275 on at

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You can achieve this using Microsoft Power Automate with two simple flows in Microsoft Dynamics 365:

1. Task Assignment Notification

Create an automated flow that triggers when a Task is created or reassigned.

Send an email or Teams notification to the assigned user

Include task details like subject, due date, and link

2. Overdue Task Reminder

Create a scheduled flow that runs daily or hourly.

Fetch open tasks where the due date has passed

Send a reminder notification to the task owner

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