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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Email Notification
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Email Notification

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Posted on by GAE 130

Hi All,

Please I need to know all the steps how to create an email notification when an account create a case. 

I want a SPECIFIC team or user to get an email when the case is created.

Note that I'm receiving an email from another company but I dont know how.

How can I do it.

Please I need Help 

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,888 on at
    RE: Email Notification

    Hi lala,

    Go to Advanced Settings > Processes, new a workflow for Case.

    pastedimage1620291854262v1.png

    pastedimage1620291982237v4.png

    Condition:

    pastedimage1620291961743v3.png

    Send email:

    1) If Email field of Account contains data, the To field is the Customer.

    pastedimage1620292031235v5.png

    2) If Email field of Account does not contain data, the To field is the Primary Contact of the Customer.

    pastedimage1620292751026v6.png

  • GAE Profile Picture
    GAE 130 on at
    RE: Email Notification

    Hello

    The recipient is a user

    How can I send him an email when a specific account create a case?

  • LuHao Profile Picture
    LuHao 40,888 on at
    RE: Email Notification

    Hi lala,

    Is the recipient User or Team?

    Since the User has a mailbox, but the Team does not, if we want to send email to the mailboxes of all members of the Team, then we need to traverse the members of the Team first, so whether the recipient is the User or the Team will determine how easy the workaround is..

  • Suggested answer
    Joe Gill Profile Picture
    Joe Gill on at
    RE: Email Notification

    Hi,

    You could use a "classic workflow" or a Power Automate Flow. This post covers both

    https://www.crmsoftwareblog.com/2020/01/send-dynamics-365-emails-from-power-automate/

    hth

    Joe

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