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

Notify case owner via email when new email messages arrives on the timeline

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Posted on by 25

Hello Everyone

I am trying to notify the case owner when a customer replies to a case, it usually appears on the timeline, but we would like to email the case owner.

I have tried with process and power automate with no success.

If someone knows how to to do it and would like to share, I am all ears! :) 


Kind regards,
Gustavo

I have the same question (0)
  • Kenneth Ariel Chaves Herrera Profile Picture
    Microsoft Employee on at

    Hi,

    Here is the documentation you will need to achieve what you need:

    Trigger a flow when a new email arrives - Power Automate | Microsoft Docs

    If this was helpful, please check it as verified to help other finding useful information.

    Welcome to this amazing community.

  • AAGustavo Profile Picture
    25 on at

    Hello Kenneth, thank you very much for your answer, but it doesn't show how can I notify the case owner that an email arrived on the timeline.

    Kind regards,

    Gustavo

  • AAGustavo Profile Picture
    25 on at

    Hello I found a way to do this with a process: gaa365.blogspot.com/.../d365-crm-how-to-notify-case-owner-when.html

  • Suggested answer
    sohomantis Profile Picture
    140 on at

    Hi Gustavo,

    Something like this should be possible, with Power Automate if not workflow:

    WHEN Email regarding a Case is created

    AND Direction is incoming

    AND Email is regarding a case

    AND email related Sender(Contact) contains data

    THEN forward to Owning User of regarding Case / add email to a Queue / send notification to Team

    pastedimage1632500158071v1.png

    Best regards

    Mark

  • Suggested answer
    AAGustavo Profile Picture
    25 on at

    This work like a charm! thank you.

  • Tom Wexler Profile Picture
    15 on at

    Would you be able to share the Workflow or Flow you used to get this working?   I built it out similarly and it is not triggering.  

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