Role assignment

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Posted on by Teska.chawla

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Hello Experts,

I have a requirement-

A custom entity "A" is present which includes data of the users in crm system.

For a new user, this entity will contain a form which will be filled by someone. The form has fields which will contain data of the business unit, etc.

Now an email will be sent to IT department which will create a ticket in the ERP system that licenses has to be assigned to the user.

After sending of email, an acknowledgement email will be received with the ticket number.

I need this ticket number to be mapped to the custom entity "A". How to do it???

Can someone help me with this request?

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Leah Ju Microsoft Employee on at

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RE: Role assignment

Hi Partner,

You can enable 'Activities+' options for the custom entity:

Then you can add timeline on the form of the custom entity:

Then you can send email from the custom entity directly:

Next steps: Set and configure email, mailbox and track email automatically

How to deploy Dynamics 365 App for Outlook | Microsoft Learn

https://learn.microsoft.com/en-us/dynamics365/outlook-addin/user-guide/set-option-automatically-track-incoming-outlook-email#automatically-track-email-messages

Replied email with ticket number will be shown timeline automatically.

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