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Microsoft Dynamics CRM (Archived)

Dynamics 365 App for Outlook - Auto populate contact on case

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I'm trying to set up the outlook app for use. When I choose to "track" an email and attach it to a case, the case quick create forms opens up in the app. I would expect it to auto-populate the Contact field to associate the case to the sender of the email. My guess is that because that field ("customerid") can be populated by either an account or a contact is why it doesn't auto-populate. I am not using accounts at all, only contacts, so I'd like this field to populate once I choose to track the email via a case. Is there any way to accomplish this? Thanks for any help in advance. 

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  • CMM_Robert Profile Picture
    CMM_Robert 5 on at
    RE: Dynamics 365 App for Outlook - Auto populate contact on case

    Hi,

    I'm also now trying to do the same thing now that we have integrated Dynamics 365 with the Outlook Add-in.

    Did you find a solution to this or does anyone know how to make this work?

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