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 CRM (Archived)

Inform about new activities in case

(0) ShareShare
ReportReport
Posted on by

Hello,

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

*This post is locked for comments

I have the same question (0)
  • 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 ;)

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 April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
ScottDurow Profile Picture

ScottDurow 2

#2
GJones Profile Picture

GJones 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans