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 :)
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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