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Microsoft Dynamics CRM (Archived)

email to case... nothing seems to happen. where am I going wrong?

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Posted on by 405

Hello, I've been trying to create a case from email, but nothing is happening, and I'm not sure where I'm going wrong. Any suggestions are appreciated!

I'm using Dynamics CRM Online 2016 and Exchange Online with Office 365 Enterprise E1 license.

I have a queue set up and associated with an email address. It is set to server-side sync, I've approved, tested, & enabled the mailbox, and it is labeled a "Success".

I've set up an automatic record recreation rule for the queue that is supposed to apply to ALL incoming email messages. There are no conditions set on the record creation. I've asked it to create a new case record and left the default settings for each field (including setting the case subject to be the same as the email subject).

However when I send email messages to the email address, no case is created.

I have checked every setting I can think of, but cannot figure out why nothing is happening. Suggestions?

Thanks!

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I have the same question (0)
  • Franco Prussian Profile Picture
    405 on at

    Thanks Saroj!

  • Suggested answer
    Saroj Das Profile Picture
    3,355 on at

    Make sure the owner of the queue and Case create Rule should be same.

    Case create rule should be activated. And please check the below images.

    8132.1.PNG

    5187.3.PNG

    8712.2.PNG

    8132.1.PNG

    Thanks,

    Saroj

  • Verified answer
    Franco Prussian Profile Picture
    405 on at

    Sorry, you may disregard this post...everything seems to be working now! Not sure what changed, but I'll take it.

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