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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Send Auto Email Templa...
Customer experience | Sales, Customer Insights,...
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Send Auto Email Template after case creation based on key word.

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Posted on by Razim Khan 150

Hi Every one,

          here is a scenario , we want when case created , we will find description of case and if in case certain keyword exists i.e testing , hello etc base on that keyword a specific                    email template send to a particular email address.

            for this either we need workflow or plugins

       thanks in advance

I have the same question (0)
  • meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hello,

    You can use workflows. I replay you scenario:

    6675.case.png

    I create a task instead of sending an email.

    You can use some AI to improve your scenario using Text analysis with Flow.

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