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Session Id :
Microsoft Dynamics CRM (Archived)

CRM Queues - Send email notifications to all team members when a new queue item arrives

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Posted on by 2

I have a Queue which receives a support email and converts it automatically to a Case. The owner of the Queue is a Team consisting of 2 members (not an individual user). After the Case is created, I want to notify both team members (by email) that a new Case is created and to act on it immediately.

How do I send out email notifications to a team associated with a queue?

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  • Suggested answer
    Community Member Profile Picture
    on at

    In CRM 2011 we had the same requirement. I could not find a suitable solution within CRM (without resorting to shared mailboxes in Exchange). I found a very useful solution from Jason Lattimer called 'CRM 2011 Internal Emails' which provided workflow tools which allow us to -

    • Send e-mail to a business unit and children
    • Send e-mail to a security role
    • Send e-mail to a team
    • Delete e-mail attachment without deleting the e-mail message
    • Get case resolution description
    • Get opportunity close description
    • Get quote close description
    • Get order close description

    These apparently work with CRM 2015 too.

    http://jlattimer.blogspot.com.br/2014/12/crm-email-workflow-utilities.html

    I hope this helps.

  • Dominic CARVALHO Profile Picture
    2 on at

    Thanks Brad for your suggestion. Already done that too.

    I downloaded Jason's solution and imported it into my environment. How do I proceed from there? I'm new to all of this, so don't know how to use his solution to achieve the outcome.

    I need like a step-by-step process.

  • Verified answer
    Community Member Profile Picture
    on at

    Ok, but I'll have to make this quick (I'm supposed to be working).

    I'll assume that you know how to create a Case workflow and have it trigger when a Case is created.

    1) Add a step to the workflow - Create record: Email. Note, this is not the same as Send Email.

    2) In the email properties, set up all required fields excluding the To field.

    3) Add another step to the workflow. You should see the CRM2011InternalEmail selection at the bottom of the list. Select ~Email Team from the sub-list.

    lookfor.PNG

    4) Click the Set Properties button.

    5) On the properties form, click in the Email To Send field (but not on the lookup icon).

    6) On the right of the properties form, select Create (E-mail) from the bottom of the Look for drop-down.

    7) Ensure that the drop-down directly below shows E-mail Message.

    8) Click the Add button. E-mail Message (Create (E-mail)) should appear in the selection box beneath.

    lookfor.PNG

    9) Click the OK button. This should populate the Email To Send field.

    10) In the Recipient Team Name field, click the lookup icon and select the required team.

    11) In the Send The Email field, select True (this will trigger the e-mail to be sent after the team e-mails have been added).

    result.PNG

    12) Save and Close the Properties form.

    13) Activate the workflow.

    That's it! If you have set it all up correctly, when you create a case, the workflow will create an email and send it to the selected team's members.

    Have a play around with it in your test environment. You will find that it is pretty easy to use and quite flexible.

    Sorry I can't go into more detail at the moment. Maybe I'll blog it later.

    I hope this helps.

  • Dominic CARVALHO Profile Picture
    2 on at

    Thanks a lot Brad for your effort in drafting the steps. That was exactly what I wanted.

    I am using my own solution which I can then export to my LIVE instance.

    I did the below steps:

    1. Created the workflow & activated it.

    2. In the 'Specify Record Creation and Update Details' section on the 'Record Creation and Update Rule Item' properties page, I have used the above created workflow as a child workflow.

    3. I see the process running successfully in the system jobs. An Activity also gets created on the Case in CRM that the email has been sent, but the team doesn't receive any email. :(

  • Community Member Profile Picture
    on at

    Hi Dominic,

    I cannot see the images in the post above, but from your descriptions it sounds like you might be using a later version to mine (CRM 2011). I haven't tested the process in any other version so I cannot confirm its functionality.

    However, if the e-mail is being created and the status is 'Sent', please check the following;

    • Does the e-mail activity in CRM have the correct recipients' names in the To: field (each one, individually)?
    • Does the user or queue in the From: field have permissions to send e-mails?
    • Is the e-mail router service running on the server?

    Sorry that I can't be much more help than that. If the e-mail is being created and sent it suggests that the workflow is working and the fault lies elsewhere.

    Good luck and let me know how it goes.

  • Dominic CARVALHO Profile Picture
    2 on at

    Hi Brad,

    Sorry that you can't see the images. My instance is actually a trial instance of CRM in the cloud and we have also registered for a trial instance of Exchange Online. We are trialing these features as want to move out from our current support solution to Cases in CRM.

    The CRMEmail Workflow Utilities version is 2.1.1.0, but when I use it in the workflow, it shows me 1.0.0.0. (see below)

    7455.case.png

    The workflow executes successfully. I also made the 'From' field user as the owner of the workflow, but still no emails come out.

    7455.case.png

    The recipients list is correct as I have checked that too. It's just 2 users in the team. I do get all other emails with regards to these 2 users. Not sure what's missing. Probably, the email bit might work when we move to PROD. Will keep trying though.

    Thanks anyways for your help. Much appreciated.

    Regards,

    Dominic.

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