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Service | Customer Service, Contact Center, Fie...
Answered

When email activity is created in case email should sent to owner

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Posted on by

Hi Team,

We want to trigger a mail when email activity is created in case record. Email should send to owner of the record. Could you help me for same?

Thanks,

Mayur

I have the same question (0)
  • Verified answer
    Rodrigo Hentz Profile Picture
    Microsoft Employee on at

    Hi how are you?

    You can use Power Automate with the CDS Current Environment connection to run a flow when a new email message is created regarding an incident and send the email to the case owner.

    Create a new flow using the connector Common Data Service (current environment)

    20.jpg

    Select the action trigger "When a record is created, updated or deleted"

    21.jpg

    Set the properties like below and after click on the 3 dots of the trigger and click in settings

    22.jpg

    On trigger conditions add this one @equals(triggerBody()?['_regardingobjectid_type'], 'incidents')

    23.jpg

    This wil tell to flow to execute only if the email created is regarding an incident

    After that add the action to create a new email message adding the owner of the incident on the activity party list and is done!

    24.jpg

    Please let me know if this answer your question. If you have doubts or concerns please let me know.

    Regards.

    Rodrigo Hentz

    Microsoft Support Engineer

  • Community Member Profile Picture
    on at

    Hi Hentz,

    Working good for me.

    Thanks,

    Mayur

  • AAGustavo Profile Picture
    25 on at

    Hello Sir, my email stays stuck as a Draft in the activities, could you please help?

  • Suggested answer
    Goutham A Profile Picture
    2 on at

    Hi @AAGustavo, Is the email configuration set up?Mailbox configuration settings should have server side syn with email router as below

    pastedimage1632463710246v1.png

  • AAGustavo Profile Picture
    25 on at

    Hello, I found a way to fix it! thank you.

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