OOTB configuration to create auto post after a case is reactivated

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Posted on by Jolas365

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Hello CRM Experts,

Is there an OOTB way to create auto post after a case is reactivated in dynamics crm 365?

Thanks,

Jolas365

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RE: OOTB configuration to create auto post after a case is reactivated

Hi Jolas365,

By default, one auto-post can be created after you reactive one case that customer is account:

Go Settings > Activity Feeds Configuration, then find case entity:

It has a number of related out-of-the-box rules that can be activated.

Based on the screenshot, there is one rule named 'Case Reactivated for an Account', so after reactivating case, the auto-post only can be created for the case that customer is account.

But you can create your own automatic posts through workflow.

(+) Create automatic posts in Dynamics 365 Customer Engagement - Microsoft Dynamics 365 Community

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Bipin D365 28,983 Moderator on at

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RE: OOTB configuration to create auto post after a case is reactivated

Hi,

This is what you can do to achieve your requirement.

Create new custom Two Option field Case Closed.

Now create real time workflow ash shown below to create Post when case is reactivated -

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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Jolas365 235 on at

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RE: OOTB configuration to create auto post after a case is reactivated

Hello Bipin Kumar ,

Thank you very much for your reply.

Regards,

Jolas365

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Jolas365 235 on at

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RE: OOTB configuration to create auto post after a case is reactivated

Hello Leah Ju,

Again, thank you very much for always sending a help.

This is exactly what I need. However, I am working on Dev environment and it worked.

My question now is: can it be included in a solution so that it can be deployed to other instances such as Quality and Production or should it be configured separately on all environments?

Regards,

Jolas365

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Bipin D365 28,983 Moderator on at

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RE: OOTB configuration to create auto post after a case is reactivated

Hi,

Unfortunately Activity Feed Configuration can not be transporated to other instance via solution.

You can either do it manually in your target instance or use Configuration Migration tool to move those changes from dev to UAT/PROD.

Configuration Mingration Tool - docs.microsoft.com/.../configure-and-deploy-tools

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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