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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Send an email to case ...
Microsoft Dynamics CRM (Archived)

Send an email to case owner

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Posted on by New Crm learner

Hi all,

I want to send an email to case owner  with case id and contact name whenever a new case is creared or assigned to him.

I am not sure how I can achive this in workflow.

Any help with the screenshot steps will he helpful.

*This post is locked for comments

  • New Crm learner Profile Picture
    New Crm learner on at
    RE: Send an email to case owner

    Sorry Prashanth, It was by mistake. Now when I tried to undo that it is not showing me any option for that.

  • PS Profile Picture
    PS 23,577 on at
    RE: Send an email to case owner

    Hi Sam,

    You have voted it down, you have to vote up.

    Can you go and correct it, plz

  • New Crm learner Profile Picture
    New Crm learner on at
    RE: Send an email to case owner

    Hi Prashanth,

    Thanks for all the help. I voted for this issue.

    Thanks

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Send an email to case owner

    Hi Sam,

    You can vote for this issue/bug here:

    crmideas.dynamics.com/.../ID0000600

    You will have to create a login, if you do not have microsoft account

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Send an email to case owner

    Hi Sam,

    This seems to be a bug with Dynamics 365 MS CRM, I have just reported it [View:https://community.dynamics.com/crm/f/117/t/217398:750:50]

    You can try the following alternative till then

    1374.1.PNG

  • New Crm learner Profile Picture
    New Crm learner on at
    RE: Send an email to case owner

    Hi Prashanth,

    I used dynamic Crm2016trial one,

    Please find the below screenshots:

    2313.2.PNG2313.2.PNG

  • PS Profile Picture
    PS 23,577 on at
    RE: Send an email to case owner

    Hi Sam,

    I have also used CRM online; make sure you are doing it right, can you share a screenshot

  • New Crm learner Profile Picture
    New Crm learner on at
    RE: Send an email to case owner

    When I followed the same exact steps in onpremise  it is showing but not in online the dynamic values in the TO field.I am not sure what could be the poasible reason.

    Thanks

  • New Crm learner Profile Picture
    New Crm learner on at
    RE: Send an email to case owner

    Hi Prashanth,

    In the second screen shot of yours, in the TO field when I tried to put the {owner (case)} dynamically  the values  are not coming up. It is only showing {customer (case)} to add dynamically.

    Please correct me if I missed out anything.

  • Verified answer
    PS Profile Picture
    PS 23,577 on at
    RE: Send an email to case owner

    Go to settings>>Processes>>Click on New

    Follow the screenshot below:

    5100.2.PNG

    5100.2.PNG

    0724.3.PNG

    Activate the workflow at the end.

    If you face any error, do share a screenshot

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