Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Workflow - Email - Subject Reference Case Number

(0) ShareShare
ReportReport
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

  • Verified answer
    Soumen S Profile Picture
    on at
    RE: Workflow - Email - Subject Reference Case Number

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Daivat Vartak (v-9davar) Profile Picture

Daivat Vartak (v-9d... 225 Super User 2025 Season 1

#2
Vahid Ghafarpour Profile Picture

Vahid Ghafarpour 78 Super User 2025 Season 1

#3
Sahra Profile Picture

Sahra 43

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans