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How to know when a case was converted from an E-mail

Microsoft Dynamics CRM Forum

Niels Hoppenbrouwers asked a question on 15 Jun 2018 1:55 AM
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We use a outlook connector where we can convert e-mails to cases.

They requested to set the case origin to e-mail when they use the connector (when i check a case it has no origin set). My idea was to do this through a workflow to check where the case comes from. However, i fail to find the right filter to find this particular case. Any thoughts?

it is probably easy but after googling i only find routing for queues which is not what i need.

Thanks in advance!

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Sandeep Mishra responded on 30 Jun 2018 9:56 AM
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Hi,

There is no prebuild solution for this, but you can create a flag attribute in case entity and create a workflow which update that attribute when case created by email.

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Sandeep Mishra responded on 30 Jun 2018 9:56 AM
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Hi,

There is no prebuild solution for this, but you can create a flag attribute in case entity and create a workflow which update that attribute when case created by email.

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