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send email notifications to a team or agents when timeline is updated

Posted on by Microsoft Employee

I have received a request about if possible to receive notifications via email when the time lime of a case is being updated, notes being added and email sent by a customer, etc

Is this possible to be setup?

Gentle reminder still newbie on D365, Power Platform and Dataverse

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: send email notifications to a team or agents when timeline is updated

    Bipin Kumar  Many thanks for your reply, adopted similar steps and worked, did not have time to say thanks

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: send email notifications to a team or agents when timeline is updated

    HI,

    You will have to create multiple workflow to send email notification on different actions/events.

    For example -

    1 - workflow to send email notification when Notes created and Regarding is Case

    2 - Workflow to send email notification when Email created for Case

    3 - workflow to send email when Task or any other activity is created for case

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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