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Microsoft Dynamics CRM (Archived)

Inform about new activities in case

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Hello,

What is the best way to create a solution which will send notification when new activity happens in a case?

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  • Suggested answer
    Wayne Walton Profile Picture
    13,730 on at

    Run a workflow that checks for Regarding a Case on new Activities when created.  You can send an email notification there. I don't recommend this, as it can easily turn into email hell, but it's possible.

  • Community Member Profile Picture
    on at

    So I will need to create several workflows for each type of activity (email, call, task, etc)?

  • Verified answer
    Wayne Walton Profile Picture
    13,730 on at

    Well, don't make one for emails, or you'll end up in an endless loop as you email everyone regarding the case.  ;)

    In all likelihood, all you will need is Tasks, Appointments, and Calls.

  • Community Member Profile Picture
    on at

    I do, just set an exclusion condition ;)

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