Microsoft Dynamics CRM (Archived)

How to get email Notifications that a CRM case has been assigned to them.

(0) Share

Report

Posted on by sandeepc

5,514

The Team would like the email notifications that a CRM case has been assigned to them.

Peoples in Team :

sandeep

Rakesh

Sunil

Nithin

Please let me know how this can be done. Thanks.

*This post is locked for comments

I have the same question (0)

All responses (10)

Answers (0)

Michel van den Brink 4,697 on at

Like (1)

Report

Hello,

You could get quite far with a standard Workflow.

Trigger a Workflow on the 'Case' entity, when it has been created or when the Owner changes ('Record Assigned').

Sending an email to a single user is possible out-of-the-box but, sending one to a team isn't.

There's an add-on for that though, take a look at this Workflow add-on, which adds many new possibilities to your Workflows, including sending an email to a team:

github.com/.../Dynamics-365-Workflow-Tools

Sending email to team:

github.com/.../Email%20To%20Team.md

Hope this helps you get started. If you have any other questions, please let me know!

If you found my answer helpful, please help the community by marking it as verified :-)

Was this reply helpful? Yes No
Rajkumar Rajaraman on at

Like (1)

Report

Refer the following thread:

community.dynamics.com/.../189738

Was this reply helpful? Yes No
sandeepc 5,514 on at

Like (0)

Report

I have an question where can i create an distibution list where in my distibution list i have few people added in that and then i can send an email ??? like support@xyz.com

and under support@xyz.com distribution list i will be having

sandeep@xyz.com

rakesh@xyz.com

sunil@xyz.com

Nithin@xyz.com

i will send an email notification to support@xyz.com. is this possible???

Was this reply helpful? Yes No
sandeepc 5,514 on at

Like (0)

Report

@micheal van den @Alex fun

Was this reply helpful? Yes No
sandeepc 5,514 on at

Like (0)

Report

any suggestions will be marked as verified

Was this reply helpful? Yes No
Suggested answer

gdas 50,091 Moderator on at

Like (1)

Report

Please refer below

community.dynamics.com/.../215391

Was this reply helpful? Yes No
Suggested answer

Rawish Kumar 13,758 on at

Like (1)

Report

Hi Sandeep, If you send email to a DL - it will go to everyone in their outlook and in CRM as well if their individual email is configured in CRM.

you have to create that DL as a queue and use that queue in your workflow for sending email to.

Was this reply helpful? Yes No
sandeepc 5,514 on at

Like (0)

Report

how to create a DL as a queue and use that queue in workflow what are the steps could you pls send me the steps it woill be elpful @rawish kumar

Was this reply helpful? Yes No
Suggested answer

Rawish Kumar 13,758 on at

Like (0)

Report

Its the same process as you created queues - in the email address you just put the dl email address. Crm doesnt have any differentiation between a dl or queue.

Was this reply helpful? Yes No
Aric Levin - MVP 30,190 Moderator on at

Like (1)

Report

Those are two separate tasks.

You would create the distribution list in Exchange called support@xyz.com, and add all the members that you want to belong to the Support DL in Exchange using the Membership tab.

Once you have created the DL in Exchange, you can then go ahead and create a queue in CRM called support queue and set it to the same email address as the DL in Exchange, and set the queue incoming and outgoing profiles.

Then set your workflow to originate from or to be sent to the queue email address. That should go to all the receipients of that email address.

Hope this helps.

Was this reply helpful? Yes No