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my issue: I need e-mails automatically converted into cases. I thought this would be easy, but unfortunately it isn't.
I have created a workflow that does his job quite well if I put in the Case field "Customer*" a predefined Contact, but if I want to have the dynamic value "from" of the e-mails in the field the workflow can't resolve and fails.
It is clear for me that here something else is needed behind the simple workflow: a plugin, I guess, that tells CRM which entity to search and let me set the "Customer" field in my workflows.
I'm unfortunately not much into programming and plugin writing... So my question is: are there some free open-source resources in form of solution, code or whatever (I couldn't find anything)? If not, which "essential" commercial solution would be possible? I could find only complete solutions including several additional features that I do not need.
Thanks a lot in advance!
If you are using CRM 2013 SP1 or Online Springwave 2014,
There Is a new feature to convert email to Case creation automatically
But, I think you are using CRM 2011, based on your Tags, is that correct? :)
yes 2011 on premise, and no upgrade is planned for now... Anyway thanks!
Take look at this it may help you achive what you are after.
This tool uses simple xml configuration to monitor and covert email into case.
I found this solution in Codeplex already, but this works only for CRM 4.0 and I have not the skills to rewrite it for 2011... Thanks anyway!
This tool works for crm 2011 as well . You have to get version 2.0 to work with 2011 version
I used this tool until we upgraded to 2013 and it works very well
great! Thanks a lot, I have installed the program and will try now to understand how it works :)
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