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bwhitlock
Level: Power Up

Send an Email about a crm case update

HI all

Need to make a workflow send an email when a Dynamics CRM case is updated. I have a field labeled accountable. If for instance the accountable field is set to "Master Data" and the workflow is at stage "Assign to team", then email a specific user account to let them know the case is assigned to them. 

In my workflow I have 

1. When record is updated  - Entity name = Cases

2. Get record - Item Identifier = Case

3. Condition -  This is where I faulter. I dont see how to assign the workflow stage. 

 

Any ideas. 

1 REPLY 1
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Community Support Team
Community Support Team

Re: Send an Email about a crm case update

 

Hi @bwhitlock ,

 

Please check this similar thread and see if it helps:

https://powerusers.microsoft.com/t5/General-Flow-Discussion/Assigning-Records-in-flow/td-p/334404

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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