I will explore how to automate case assignment notifications in Dynamics CRM and send them to Microsoft Teams using Power Automate. By setting up this workflow, you can ensure that the assigned team members are promptly notified about new cases, improving collaboration and response time and user experiences.
Step 1: Open the Power Automate portal (https://flow.microsoft.com/) and sign in with your Microsoft account.
Step 2 : Click on "New flow" in the left navigation menu and then click on "Create" in the top right corner -> Automate cloud flow.
Step 3 : Type the flow name eg, "When case assigned send a notification to team"
Step 4: add action -> When a row is added, modified
Step 5 Choose as below
change type: Modified
Table Name: case
Scope: you can choose depending on where want to run this flow in my case I've selected the organization
In the advanced step, we need to select the column on which the trigger will work. In our case, we will use the 'ownerid' column. This step is necessary to prevent the flow from affecting all columns."
Step 6: Add a new action for data operation and select "Parse JSON."
In this step, we need to parse the JSON format to facilitate data extraction.
we need to configure the parse Json action
in the content will select the body
in the scheme and add it below
{
"type": "object",
"properties": {
"prioritycode": {
"type": "integer"
},
"_prioritycode_label": {
"type": "string"
},
"severitycode": {
"type": "integer"
},
"_severitycode_label": {
"type": "string"
},
"incidentid": {
"type": "string"
},
}
}Step 7 we need to get the email id to send the team notification so we will add a new action -> get a row by ID
we need to configure the get a row by id
int Table name: Users
row id _ownerid_value
Step 8 add an action to send a notification in Microsoft Teams. Use the "Post a message in change or channel "
so we will configure as below Customize the notification message content to include relevant case details. You can use dynamic values from the trigger, such as the case title or the assigned user's name, to personalize the message and make it more informative.
step 9 Testing the Flow
Test the flow by assigning a case in Dynamics CRM. Verify that the notification is sent to the specified Teams channel or user. Make any necessary adjustments to ensure the flow works as expected.
