web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Handling the cases

(0) ShareShare
ReportReport
Posted on by 100

Lately we implemented the case module which includes warranty claims from our customers. As a end user, after fixing the defect of the product I am sending confirmation email to client from D365 and I am changing the status of the case to 'Solved'.

Sometimes customer responds to this last email because he is not satisfied with the repair. In such cases, the message requires action from the user. Due to the fact that the case is already closed, we are not able to track these messages easily. We would have to click all the case everyday and check them. 

The first thought is simply to open the case when there is a new email activity after it closes. Is this easily achievable? Could I ask you to suggest the best solution in this case? I will be very grateful for your best practice.

P.

I have the same question (0)
  • Suggested answer
    miguelbeja Profile Picture
    on at

    Hi,

    In my opinion, if you have and email coming from the customer and is still properly being tracked, with the regarding field for the case, you can create a workflow which will trigger on email received, will check the regarding case and see if it is closed. If it is open it again.

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 137 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 57

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans