How to bulk resolve cases using Power Automate?

Introduction

When dealing with a large volume of cases, manually handling each one can be time-consuming and error prone. Thankfully, Microsoft Power Automate provides a powerful solution for automating bulk case resolution, streamlining your workflow, and saving valuable time.

Why Automate Bulk Case Resolution?

Bulk case resolution involves addressing multiple cases at once, which can be necessary for various reasons, such as resolving customer complaints, updating status, or closing resolved cases. Automating this process can:

• Increase Efficiency: Handle large volumes of cases quickly and accurately.
• Reduce Errors: Minimize human error by standardizing processes.
• Free Up Time: Allow your team to focus on more complex and value-added tasks.

Getting Started with Power Automate Flows

Log in to Power Automate and sign in with your credentials.

Start a new flow. Click on ‘Create’ from the left-hand menu and select ‘Automated flow’ for a trigger-based flow or ‘Instant flow’ for a manual trigger.

Click on ‘Create’ from the left-hand menu and select “Automated flow” for a trigger-based flow or ‘Instant flow’ for a manual trigger.

Add an appropriate Flow Name and also, select the Trigger.

Once the trigger has been added to the flow, click on ‘+ New Step’ to add an action to process the cases.

We have an Excel sheet that contains the records of the cases to be resolved. So, we add an action of ‘List rows present in a table’.

Add a step ‘Apply to Each’ where it iterates through list of cases in the Excel sheet and retrieves the case using ‘Get a row by ID’

Finally, add another step ‘Add a new row’ a record of Case Resolution and pass the Case GUID which resolves the case.

Conclusion

Automating bulk case resolution with Microsoft Power Automate can significantly improve your team’s efficiency, reduce manual errors, and free up valuable time for more strategic tasks. By setting up flows to handle multiple cases at once, you can streamline your workflow and ensure that cases are resolved quickly and accurately.

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