Scheduling a mail and send to Team members from Dynamics CRM with Case Details

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Posted on by Vinoth Kumar

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Hi Everyone,

Please note, We need send a mail to team members/group mail Id for receiving the Ticket case(Service Request) details from Dynamics CRM portal in daily basis with schedule time.

In this, We have to filter the every agent ticket details and ticket status like a)open b)Work-in-progress c) Closed 4)waiting for confirmation etc. Herewith I have attached table details for reference.

Total No. of Tickets September Month	43
No. of Tickets assigned to xxx1	1
No. of Tickets assigned to xxx2	16
No. of Tickets assigned to xxx3	12
No. of Tickets assigned to xxx4	3
No.of Ticket assigned to xxx5	10
Unassigned Tickets	1
Information Tickets	0
No. of Open Tickets	2
No. of Closed Tickets	34
No. of Work in Progress	7
No. of waiting for client response	0
No. of Waiting for confirmation closure	0
No.of Hold Tickets	0

Regards,

Vinoth Kumar A K

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tejesh.sharma@hotma... 30 on at

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RE: Scheduling a mail and send to Team members from Dynamics CRM with Case Details

Hi, you can achieve this using Power automate(MS Schedule flow) or azure Logic Apps. You can refer my blog for the same its not exact but might help you out d365blogs.tejeshsharma.com/.../trigger-email-when-account-is-created.html. Please like if this helps