web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

D365 Case management - new email goes into existing inactive case

(0) ShareShare
ReportReport
Posted on by

We are using D365 Case management, but we had issue about new emails still goes into 'inactive' cases. 

Whenever the contact responds to the original email without changing the subject, CRM identifies the new response as a response to the original email and links it to that case.  But sometime that case is already completed, hence it's inactive case.  User do not notice if any new emails coming into the inactive case.  WE WANT those emails to create new cases instead.  We've been told from the IT department because those emails are still using the same email TOKEN, they are not going to create any new cases.   

Any solution?  much appreciated! 

I have the same question (0)
  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi Ivy,

    We can use workflow to create a new case when an email whose regarding case is completed is tracked to D365.

    Go to Advanced Settings > Processes, new a workflow of Email entity.

    4544.pastedimage1599620976827v1.png

    Set the workflow as follow.

    6445.pastedimage1599621078000v2.png

    The steps are 1) Check Condition, 2) Create Record, 3) Update Record.

    Condition:

    7713.pastedimage1599621180970v3.png

    Create Record: Case. Use fields of Regarding(Case) to pupulate the fields of new case.

    4807.pastedimage1599621318613v4.png

    Update Record: Email.

    Only update the Regarding field to the Create(Case).

    6254.pastedimage1599621619761v5.png

    Finally activate the workflow.

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    HI,

    I would also recommend to go through below link to troubleshoot Email To Case functionality.

    docs.microsoft.com/.../troubleshoot-case-email-issue

    Please mark my answer verified if i were helpful

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
iampranjal Profile Picture

iampranjal 67

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 37 Super User 2025 Season 2

#3
Pallavi Phade Profile Picture

Pallavi Phade 24

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans