Auto populate data from an Outlook item to a quick create case table

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Posted on by EBMRay

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Hello,

I was doing some testing for D365 Outlook Add-in to discover all the features and currently, I am stuck to auto-populate information like contact and account automatically from the email to the quick create form during the creation of a new case.

Please find below the steps that I did:

1. I tracked the email to an existing contact since the recipient of the email is the same email id in the contacts table:

2. I linked the contact to an account by specifying the account name.

3. During the creation of a new case from the add-in, the fields below were mapped except for the contact and the account I am looking for:

I am concerned about why those two fields are not being mapped automatically since /Regarding/ is linked to the right record?
https://learn.microsoft.com/en-us/dynamics365/outlook-app/auto-populate-data-into-quickcreate

Any help is greatly appreciated.

Best regards,
EBMRay

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Dengliang Li Microsoft Employee on at

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Hi,

Based on the information you provided, we conducted some tests.
This could be caused by the sender and recipient having the same e-mail address.

Then send the email using the other email address, successfully populating the customer and contact fields.

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Dengliang Li

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