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 :
Service | Customer Service, Contact Center, Fie...
Answered

case to email

(0) ShareShare
ReportReport
Posted on by 40

i need to when i type post in cases in dynamics 365 to send this post reply to my customer ? 

I have the same question (0)
  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi emadadel2009,

    First we should create a flow from a new custom solution in make.powerapps.com.

    Because only by do it we could retrieve associated case of a post record.

    7573.pastedimage1589265479709v1.png

    4578.pastedimage1589265551721v2.png

    In the flow, we will always use "Common Data Service(current environment)" action,

    the start trigger is "When a record is created, updated or deleted"

    5381.pastedimage1589265658806v3.png

    1. Trigger the flow when a post is created, we need to retrieve the newly created post again to get its regarding case.

    3021.pastedimage1589265954846v4.png

    2. Only perform more actions when the associated record of post(Regarding Type) is incident(incident is logical name of Case entity)

    8015.pastedimage1589266118649v5.png

    3. If regarding object of post is case, then retrieve fields data of associated case by Regarding (Value).

    Regarding (Value) is entity record id.

    5100.pastedimage1589266259446v6.png

    4. Add a switch control:

    when case -> customer type is equal to "contact", then retrieve related customer contact information by Customer (Value),

    when case -> customer type is equal to "account", then retrieve related customer account information by Customer (Value).

    Customer (Value) is also entity record id.

    2185.pastedimage1589266439902v7.png

    5. Send email with post text to customer.

    4442.pastedimage1589266833826v8.png

    Result

    Case and its post comment:

    5810.pastedimage1589267179220v9.png

    Delivered email with post text:

    2804.pastedimage1589267209210v10.png

    Check for flow status after running

    4251.pastedimage1589267275567v11.png

    Regards,

    Clofly

  • emadadel2009 Profile Picture
    40 on at

    hi Clofly Mao

    thank you for your support

    but  trigger "When a record is created, updated or deleted" are Premium , Is there another free solution?

    with  like

    setting > customization > Customize the System > processes

  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi emadadel2009,

    Please feel free to use the trigger and flow, the "Premium" here is not about any extra paid service.

    The actual meaning of the word is: Common Data Service is premium connector in Power Automate.

    You could click Learn more link to know what it means when focus on exclamation icon of any action.

    6443.pastedimage1589275964426v1.png

    7711.pastedimage1589276060799v2.png

    Obviously a traditional workflow could also achieve it,

    however, we might need to write code to build a custom workflow or plugin, 

    because there is no direct relationship between post and customer(contact/account),

    we should retrieve associated case of post, then retrieve email field of customer from case by SDK method.

    Furthermore, checking customer entity type is not supported in OOB steps of traditional workflow.

    So it's recommended to do it with flow, but I'm willing to help you if you would prefer to workflow process.

    Regards,

    Clofly

  • cloflyMao Profile Picture
    25,210 on at

    Hi emadadel,

    Could flow work for you? 

    Regards,

    Clofly

  • emadadel2009 Profile Picture
    40 on at

    i cerate as your support but in Condition (post(Regarding Type) is incident(incident is logical name of Case entity))

    it continues in if (no)

    rrrrrrr.PNG

    Regarding Type contact

  • emadadel2009 Profile Picture
    40 on at

    The problem has been resolved

    Thanks for your great support

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 > Service | Customer Service, Contact Center, Field Service, Guides

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 49 Super User 2025 Season 2

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 27 Most Valuable Professional

#3
Soundari Profile Picture

Soundari 15

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans