Hello, credit created a cased and assigned to customer service, they resolved it by issuing a credit note, does D365 send me an email to my inbox informing me that it has been resolved with their answer.
Hi there! Good morning, evening, or afternoon - depending on where you are :) Hope you are well today!
By default, Dynamics 365 does not automatically send an email notification to the case creator (or others involved) when a case is resolved unless a workflow, Power Automate flow, or custom notification process has been set up to do so.
To achieve this, you can configure a workflow or use Power Automate to create an automated email notification. Here's how:
Workflow in D365:
Set up a workflow that triggers when a case's status changes to "Resolved."
Configure the workflow to send an email notification to the case creator with the resolution details (e.g., the credit note information).
Power Automate Flow:
Create a flow that monitors the "Case" entity for status updates.
When a case is marked as "Resolved," the flow can send an email to the case creator (or other specified recipients) with relevant details.
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