In the second of our two-part Microsoft Power Virtual Agents series, we examine the difference between Chatbots and Intelligent Chatbots, and how AI can elevate chatbot capabilities and improve user experience.
I love passing along Microsoft Dynamics CRM problem solving stories that come out of client requests. (We're a bit passionate MS CRM if you can't tell)
Recently a PowerObjects client requested to be notified when a Case has been open for 45 days and the status is still set to new. The following steps below will walk you through the process of being able to send an email notification after that 45 day condition is met. While there is a wait condition available while setting up the workflow, it is best practice to set the workflow up this way to ensure that the 'number of days' condition is meet.
If it does not contain data we will set the value to 1. We need this part of the workflow to set the value so that we can use the increment process later on in the workflow.
We will put a cursor in the Number of Open Days field and enter in 1 in the default value field.
We will change the operation on the right hand side of the screen to "Increment by" and set the default value to 1.
Isn't CRM fun? Let us know if you have any questions or would like to see other Microsoft Dynamics CRM "how-to" posts.