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Customer Service forum

Ticket opened = email alert to customer

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Posted on by 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?

flow.microsoft.com/.../enviar-uma-notifica%C3%A7%C3%A3o-de-texto-ao-cliente-na-cria%C3%A7%C3%A3o-do-caso-no-dynamics

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  • Suggested answer
    LeoAlt Profile Picture
    16,331 Moderator on at

    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.

    community313.png

    Set the trigger condition "Record is created".

    community313.png

    You could set value to email fields in this page.

    community314.png

    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

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