RE: Workflow for Case Entity
Hy Partner,
Sooner or later workflow is going to be deprecated feature. Instead Power Automate( Flow ) will be replacing it.
Below is the article for the same :-https://docs.microsoft.com/en-us/power-automate/connection-dynamics365. Above article states how flow can be interact with Dynamics 365.
Coming back to your requirement, I have tried to achieve it using the flow and successfully able to do it.
In order to create the flow, go to flow.microsoft.com and sign in with your system administrator credentials which you are using to customize the dynamics 365 instance. Click on My flows on left hand side navigation panel and then click on New . When you click on New you will get various options to create. Select Automated flow from blank.
Once you do so, you will be asked to select what event should trigger the flow. In our case , when case record is created:-
After that click on Create Step. Once you do so, you will get an option now to put the organization Name. Kindly not e this organization name will not be the organization unique name. To get the organization name of your environment, you need to browse https://admin.powerapps.com/environments. If there are multiple environments associated with the user, it will show you the list , you need to select the appropriate one.
After above, click on next step added. Once you click on it, the search for the action named Check condition as we need to check whether above created case is created with country US or not. Once you select the action, you can put the dynamic content (Select the field of the case ) and place the criteria for it as follows :-
After this update the owner field with system user id and select the owner type as system users .
Hope this helps.
Best regards,
Ankit
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