DYNAMICS 365 - HOW TO KEEP YOUR CUSTOMERS UPDATED WITH THEIR CASES


One of the keys to increase the usability of the interaction with your customers, and to adopt your system, is to notify you customers with your Dynamics users updates on a case.

A tip of doing this, is to set a workflow to be triggered when a note is created on a case, the workflow will send an email to the customer, updating him/her with the note description.

You can do this by following the below steps,

1. Create workflow to run on Note entity

2. in the workflow, add a condition to check if the note is regarding a case.

3. If the condition is met, then send email to the customer and place the note description in the email.


4. Save and activate the workflow.


Thanks :)

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