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

Workflow that sends automatic email when case is almost expiring

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Posted on by

Hi All,

I am trying to build a workflow which notificates a case owner when a case is open for 1 month or more.

How would you do this? Are there maybe also other ways of doing this than by using a workflow?

Thanks in advance for your help.

Kind regards,

Stéphanie

I have the same question (0)
  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello Stéphanie,

    You can use timeout workflows for that - social.technet.microsoft.com/.../11291.microsoft-dynamics-crm-2011-workflows-wait-and-timeout.aspx

  • Suggested answer
    Shivkant Soni Profile Picture
    90 on at

    Hi Stephanie,

    You can use SLA's as well to have the desired outcome, they might provide you with additional functionality as well to configure notifications for First Response By KPIs, Assigned By KPIs and Resolved By KPIs. You can configure actions/notifications based on warning i.e. Nearing Noncompliance and Failure i.e. Non Compliant.

    In the background different SLA KPIs will trigger a workflow for a record. Below is the official documentation link for the same from MSFT.

    docs.microsoft.com/.../define-service-level-agreements

    Hope this helps you in what you are trying to achieve.

    Stay safe and Stay healthy!

  • Community Member Profile Picture
    on at

    hi Stéphanie,

    We also had similar requirement , we created SSIS job which runs daily to check such cases and then triggers workflows to the owners of the case with notification email, if you do not want to use SSIS job then you can create flow and schedule it to run to check the data and send emails.

    Thanks,

    Abhi

  • zica Profile Picture
    Microsoft Employee on at

    We can achieve this by creating a custom workflow on the case entity: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/workflow-processes

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