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Microsoft Dynamics CRM (Archived)

Setting up alerts

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Posted on by

HI,

I manage the queues in my organization and want to set up alerts for my team, so that when I create a case for them an alert is sent to them that something has been created and assigned to them. We need the same to happen when a case is assigned from one user to the other.

How is this possible. Please suggest.

Thanks

Adi

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  • Verified answer
    Deeps Profile Picture
    1,875 on at

    You can write a workflow to send Email Notifications to new owner. Make Sure workflow runs only when a case is assigned.

  • Community Member Profile Picture
    on at

    Hi,

    Thanks for your response.

    I am new to CRM, can you please help me with the steps?

    Regards

    Adi

  • Verified answer
    Inogic Profile Picture
    764 on at

    We can use OOB workflow  to send an email to the  record owner. when a case is created or any

    record is been assigned.

     

    Below links can be refer to create Workflow 

    https://technet.microsoft.com/en-us/library/dn531057.aspx

    https://technet.microsoft.com/en-us/library/dn531067.aspx

    If this answered your question, please make sure to Mark this as an Answer.

    Thanks!

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