Skip to main content

Notifications

Announcements

No record found.

Service | Customer Service, Contact Center, Fie...
Suggested answer

open cases reminder workflow dynamics 365

(0) ShareShare
ReportReport
Posted on by 82

Hi All

I would like ideas on how to create a workflow in dynamics 365 that reminds a user that there still open cases fo the last seven 7 days just as an example

How do I set that up? 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: open cases reminder workflow dynamics 365

    Hi Partner,

    Please click Yes under "Did this answer your question?" to close this thread if the problem has been solved.

     pastedimage1623721398002v1.png

    Thanks. 

    Regards,

    Leah Ju

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

  • rodzmaz81 Profile Picture
    rodzmaz81 82 on at
    RE: open cases reminder workflow dynamics 365

    awesome

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: open cases reminder workflow dynamics 365

    Hi rodzmaz81,

    You can send emails to users to remind the case has opened over 7 days through workflow.

    Refer following steps:

    1.Create a workflow in case entity.

    pastedimage1622625954948v1.png

    2 Set trigger--Record is created.

    pastedimage1622626005273v2.png

    3.Add steps.

    (1)Wait condition(Timeout Condition):

    pastedimage1622626400702v3.png

    (2)Check Condition:

    pastedimage1622626635764v4.png

    (3)Send Email:

    pastedimage1622626679960v5.png

    Regards,

    Leah Ju

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

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: open cases reminder workflow dynamics 365

    Hello,

    I would recommend using Power Automate for this purpose - it would be much easier:

    docs.microsoft.com/.../run-scheduled-tasks

    carldesouza.com/.../

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,431 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,503 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans