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Dynamics 365 general forum

Status reason Auto-Update after no movement inside an X amount of time

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Posted on by Microsoft Employee

Hello there,


Is there a way for the field "Status Reason" to Auto-Update after an X amount of days or hours, to a different one?

For example, the idea is for a customer suppport case that's set to "Researching" to auto-update if no changes in the status after say 3 days or 72 hrs to be "Assigned".

Any input is much appreciated, thank you!!

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  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,052 on at
    RE: Status reason Auto-Update after no movement inside an X amount of time

    Hi

    There are few options to achieve this, you could consider the following option first.

    Yes, you can create a workflow that triggers on Field Change (Status Reason change) and checks if the new status reason value is  Researching. If so, the workflow can wait for 3 days or wait until the status changes to a different value.

    If the Status reason changed before the 72 hours time, the workflow will simply end and will not do anything.

    If the status reason has not changed within 72 hours, the workflow will then change the status to Assigned or anything you want to do really

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