Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM forum
Unanswered

Custom workflow

Posted on by 55

We have some keywords defined in ABC entity. If email subject contains those keywords then it will create case based on ABC entity key. In the ABC entity also have optionset which contains critical,internal and external

Requirement.

If subject contains "critical" then select the ABC entity keywords that matches to the "critical" and set optionset value to critical otherwise internal or external.

How to do this with custom workflow

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,532 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,501 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans