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We are using a form on the powerpages portal for case creation. I'm trying to figure out when a case is created, how to notify the user with an auto response. I would also need to enable this when an agent manually creates a case from the customer service workspace or hub.
Hi @Romelle
Did you mean sending email and auto response to customer?
You could use power automate for this:
When a row is added (Dataverse) in Case table and customer/contact info is not blank/null and customer/contact's email is also not blank then send an email (Outlook connector)
I hope this information helps.
Kind regards
Gulshan
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I was just testing this right after posting and found it works by creating a flow. I just didn't know if there was some option I missed from the customer service admin center.
Yes, there is an option of sending autoresponse (as part of Automatic Record Creation and Update rule) but that also uses power automate to do so.
MB-200: Microsoft Power Platform + Dynamics 365 Core – Data Management – NEIL PARKHURST
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