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Customer experience | Sales, Customer Insights,...
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A closed case is automatically re-open when an email is sent to it.

Posted on by 5

Hi all, could someone please send me a screen shot of their workflow that achives the above. We are trying to create a workflow that opens a Closed Case, when the case is emailed.

Many of our cases are closed but the customer emails us back weeks after we have closed the case and we would like Dynamics to re-opened the case automatically on receipt of an email, thanks.

  • Tor Asbjorn Profile Picture
    Tor Asbjorn 5 on at
    RE: A closed case is automatically re-open when an email is sent to it.

    Hi Adam, we would like to do this aswell, unfortnantly the pictures you posted 1,5 years ago is not available here anymore, would you mind sharing them again?

  • Vaidehi Profile Picture
    Vaidehi 17 on at
    RE: A closed case is automatically re-open when an email is sent to it.

    Hi Malc,

    We're looking for the exact opposite of what you needed (enable auto reply to customer that the ticket is closed on setting status to closed and no messages should be recorded when the customer replies to a closed case e-mail).

    Current scenario:

    When customer replies to a closed ticket, the message is still recorded even though the status shows closed.

    How did you get the ticket to remain closed?

    Thank you.

  • empath-e CRM Profile Picture
    empath-e CRM 1,134 on at
    RE: A closed case is automatically re-open when an email is sent to it.

    No problem Malc.

  • Malc Profile Picture
    Malc 5 on at
    RE: A closed case is automatically re-open when an email is sent to it.

    Thank you very much indeed Adam, this worked perfectly.

  • empath-e CRM Profile Picture
    empath-e CRM 1,134 on at
    RE: A closed case is automatically re-open when an email is sent to it.

    Hi Malc,

    This is fairly straight forward to achieve. Please see test example I created below. I hope this helps.

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