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Service | Customer Service, Contact Center, Fie...
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Escalation Case.

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Posted on by 30

HI ALL, 

I wish to setup the escalation for all cases. Could you advise the way that we can do it on CRM? 

Thanks 

I have the same question (0)
  • Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    Dynamics CRM Case form already has IsEscalated field on the form which is of Two option field.

    You could utilize this field to setup escalation for your cases. You can also setup Email notification when this field value is Yes to the user who you want to notify.

    CR17.PNG

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Verified answer
    Nya Profile Picture
    29,060 on at

    Hi,

    Here is a tutorial about escalating cases which you can refer to:

    Escalating Cases in D365 Customer Service – Dynamics 365 Talk (d365goddess.com)

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