web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Setup workflow process to send Email Alerts when case assigned to a Queue

(0) ShareShare
ReportReport
Posted on by 54

All incoming emails addressed to our support email address are converted to cases in our CRM public queue, we are able to receive alert for those new cases created, now I would also like to receive email alerts when our helpdesk officer assign new cases to a private Queue, we have two separate private Queues, helpdesk officer assign cases from public queue to those private Queues. How do I configure workflow process to send alert for those cases assigned to those private queues? 

Your prompt response would be highly appreciated  

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    on at

    Hi soro,

    This scenario involves three entities—case, queue and queue item.

    Case and queue item is 1:N relationship(Object lookup field), queue and queue item is 1:N relationship(Queue lookup field).

     pastedimage1618897117569v1.png

    When a case has added to one queue, one queue item will be created automatically.

     pastedimage1618897524818v3.png

    You can set workflow as following steps:

    1.Go Settings > Process to create a workflow in queue item entity.

    pastedimage1618897464939v2.png

    2.Set trigger.

    when one queue item change to another queue, queue lookup field value will change.

    pastedimage1618897844373v4.png

    3.Add steps.

    (1)Check Condition

    Specify the queue item from case and it has added to two privacy queue(test1 or test2).

    pastedimage1618898299357v5.png

    (2)Send email.

    pastedimage1618898337056v6.png

    (3)Default action--stop workflow.

    if the queue item is not from case and it hasn't added to the privacy queue, you can stop the workflow.

    pastedimage1618898380609v7.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • soro Profile Picture
    54 on at

    Hi Leah Ju

    Thank you for your response, please guide me on this step, I don't understand this step and I can't clearly see the images 

    3.Add steps.

    (1)Check Condition

    Specify the queue item from case and it has added to two privacy queue(test1 or test2).

    pastedimage1618902708961v1.png

  • soro Profile Picture
    54 on at

    Hi Leah Ju

    I followed all the steps you provided, I still can't receive the emails from the workflow process, below are the screenshots of my configs

    pastedimage1618905199886v1.png

    pastedimage1618905267137v2.png

    pastedimage1618905419783v3.png

  • Community Member Profile Picture
    on at

    Hi soro,

    1.It is clear screenshot for step3.1—condition.

    pastedimage1618971313115v1.png

    2.Don’t forget to click save and active button.

     pastedimage1618971462150v2.png

    3.you can Go Settings > System Jobs to check the run status of the workflow.

    pastedimage1618971531114v4.png

    Then you can click the record to view each step progress.

    pastedimage1618971590678v5.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Community Member Profile Picture
    on at

    Hi Partner,

    Has the problem been solved? Any updates?

    Please click Yes under "Did this answer your question?" to close this thread.

     pastedimage1619166449842v1.png

    Thanks. 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • su_kamal Profile Picture
    17 on at

    Hi - did these steps work for you?

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

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Subra Profile Picture

Subra 144

#2
11manish Profile Picture

11manish 134

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 88 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans