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Customer experience | Sales, Customer Insights,...
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Is there a way to have incoming emails automatically create a contact?

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Is there a way to have incoming emails where a contact for them doesn't exist automatically create a contact record?

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  • Community Member Profile Picture
    on at
    RE: Is there a way to have incoming emails automatically create a contact?

    im looking my records what didnt create contact record.

    it came in a entityType unresolvedaddress into field.

    pastedimage1649810030447v1.png

    i dont know it works. just try one more make condition.

    select sender(contact) in relate entity  and check any field contains data.

    condition return false, create record otherwise update. 

    it doesn't work. you have to create plug-in on preoperaiotn email create (synchronous)

  • CRM Learner 88 Profile Picture
    on at
    RE: Is there a way to have incoming emails automatically create a contact?

    Thanks.  But would there be a way to stop it from creating a contact record if one already exists in the system?

  • Community Member Profile Picture
    on at
    RE: Is there a way to have incoming emails automatically create a contact?

    i hope it works for you

    community.dynamics.com/.../290348

    docs.microsoft.com/.../set-option-automatically-track-incoming-outlook-email

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