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open cases reminder workflow dynamics 365

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Posted on by rodzmaz81

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?

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a33ik 84,331 Most Valuable Professional on at

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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/.../

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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.

2 Set trigger--Record is created.

3.Add steps.

(1)Wait condition(Timeout Condition):

(2)Check Condition:

(3)Send Email:

Regards,

Leah Ju

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

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rodzmaz81 84 on at

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RE: open cases reminder workflow dynamics 365

awesome

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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.

Thanks.

Regards,

Leah Ju

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

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