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Customer experience | Sales, Customer Insights,...
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Workflow - Email - Subject Reference Case Number

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Posted on by 5

New to building workflows (non-technical business leader) and running into a few snags. Any input is greatly appreciated!

I recently build a workflow that sends an email to the customer and resolves the case after the case is assigned. The intent is to use this to manage/work large batches of cases that all require the same response. I also built a workflow that will reopen a case when that automated email is replied to.

Tested the first workflow and it is functioning with two small hiccups.

1. The case number is not populating in the subject line

2. There is no record of the email in the case after it resolves

I have not tested the second workflow, because I believe i need to resolved the issues with workflow one before it will function.

Workflow 1

pastedimage1585538899591v1.png

Template Email

pastedimage1585538965466v2.png

Workflow 2

pastedimage1585539009738v3.png

I have the same question (0)
  • Suggested answer
    SS-01100907-0 Profile Picture
    Microsoft Employee on at

    Hi,

    Please check the below article , this will help you to understand how to create email template using mail merge.

    https://docs.microsoft.com/en-us/power-platform/admin/create-templates-email

    https://crmbook.powerobjects.com/basics/email-templates-and-mail-merge/

    If you still need help, please log a ticket with Microsoft support for detailed verification of the workflow and email template you have created.

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