Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
Here is the scenario, we have a process on a custom entity that automatically sends an email to the customer (upon doing some manual actions) where the regarding is set to the custom entity record. We are now setting up automatic email to case creation, the issue is that when a reply is received - the case would be created, but the email activity would not be present on the activities of the case since it is linked to that custom entity record. Is there a way we can change this logic that the "regarding" on a reply (incoming email) should be the new case (vs. that specific custom record?)
In the last step, update the original email's "Regarding" field in your workflow. That will do it.
Thanks Wayne for the quick response. I can get the email activity on the case but realize now that I lose the advantage of being able to access that original "regarding" record right from the case. Is there any idea how we can preserve (by mapping or workflow) the original regarding record on the case?
The only way I can think of is to create a custom attribute that maps the email to the custom entity and then in the workflow, move the relationship to the custom attribute before changing the "Regarding" to the Case.
There's no way to make two "Regardings" on one records.
Business Applications communities