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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / associate incoming ema...
Microsoft Dynamics CRM (Archived)

associate incoming email to a custom entity ?

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Posted on by peter cli 730

I'm looking for architecture ideas about how to associate an incoming email to a custom entity , using the email subject : If the subject was '941' , then look for custom entity with name 910.

Workflow or Plug-in ?  What stage in pipeline to use ?

Thanks,Peter

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  • Suggested answer
    Peter72 Profile Picture
    Peter72 1,815 on at

    workflow. Register on "create" of email, check if subject equals (or contains?) 941. If true, update record (set regarding to 910)

  • peter cli Profile Picture
    peter cli 730 on at

    Peter,

    Is there is a API to let me associate the email with the instance of the custom entity ?

    Similar to setting the 'regarding'  listbox of a opened email in the UI.

    Thanks,Peter

  • Verified answer
    Peter72 Profile Picture
    Peter72 1,815 on at

    Not sure if I really understand your question.

    When your Custom Entity is enabled to have activities associated, you can easily select the respective record for the regarding field in the update step of your workflow.

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