Share
ReportHi,
there is a way to native send an email alert to customer saying that a case/ticket was created?
Or should we use this MS Flow below?
Categories:
You’re offline. This is a read only version of the page.
230
Hi,
there is a way to native send an email alert to customer saying that a case/ticket was created?
Or should we use this MS Flow below?
Hi partner,
If you mean you want to send an email to customer automatically after creating a case/ticket, you could just use workflow in Dynamics 365.
Go to Settings->Customizations->Processes and create a new workflow based on Case entity.
Set the trigger condition "Record is created".
You could set value to email fields in this page.
You could also refer to the following articles about workflow.
https://www.quantacrm.com/2017/06/05/email-notification-workflow-dynamics-365/
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/configure-workflow-steps
Hope it helps.
Best Regards,
Leo
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (
