Skip to main content

Notifications

Announcements

No record found.

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

Auto Re-Open Case

Posted on by 40

Hi there,

i am trying to get a case to auto re-open if a customer emails back in to the same email chain containing the case number. I have seen some information saying this is out of the box with workflows but cant seem to find information on how to do this can anyone assist or provide advice on any other ways of achieving this please? Any help would be greatly appreciated.

Thanks

Gary

  • Suggested answer
    Carlo Velasco Profile Picture
    Carlo Velasco 787 on at
    RE: Auto Re-Open Case

    Hi

    I don´t have a full walkthrough, but my recommendation is to register the plugin on the creation of the email activity or two create a real time workflow on the creation event, this should execute before the case creation rule which is async.

  • Gary Walsh Profile Picture
    Gary Walsh 40 on at
    RE: Auto Re-Open Case

    Thank you for this. Do you by any chance have a walk through of where to place this to ensure it fires before the auto case creation rule I have setup on our queue?

    Thanks

    Gary

  • Suggested answer
    Carlo Velasco Profile Picture
    Carlo Velasco 787 on at
    RE: Auto Re-Open Case

    Hi Gary

    You'll need to create a custom workflow or plugin that is executed on the creation of an email record, this should be able to track if the email is a response for an existing case, for example checking if the related case field contains data and it is related to a resolve case.

    Next you just need to add the statp to change status of the regarding case from closed to open followed by another email stating your case is re-opened.

    Kind regards

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 Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans