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Session Id :
Microsoft Dynamics CRM (Archived)

Automatic Record Creation - Create Case From EMail - Strip HTML

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We have set up an automatic record creation rule that takes an email sent to our Help Desk and converts it into a Case (Incident). We are assigning values like the From: field to Customer and Contact on the Case form. However, when setting the Description of the Case with the email body, the HTML stuff get crammed in there with it. This affects what the email to notify to our Help Desk team. It comes out look like crap with loads on HTML tags and other stuff to weed through to attempt to read the email. Is there any way to strip the HTML from the email BEFORE setting it to the Case Description? We have JavaScript in place in the Case form itself to clean  the HTML when we open the Case form itself, but the email doesn't look at the cleaned up version since we don't know to open it until after we get the email. Below is what we have set up. There's no place to add any scripting on this part of the set up, so we're kind of stuck.

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  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello Brandon,

    I believe you will have to use Custom Workflow Activity that can strip all the HTML tags and convert html-message to plain text.

    You can do that using Regular Expression - blogs.msdn.microsoft.com/.../converting-html-e-mail-to-plain-text

  • Community Member Profile Picture
    on at

    Thank you for your reply. We will give this a go and see how it works out for us.

  • Community Member Profile Picture
    on at

    Hello Andrew,

    Have you implemented this yourself?

    I am having issues with the VB solution. I cannot get the Solution to build because of the IPlugin in the source code. Visual Studio is telling me that the IPlugin is not defined.

    I am also not sure how to implement this into CRM. Do I know that I need to register the plug-in, but I am not sure what to do after that.

    If you have any input to help me out I would greatly appreciate it.

    Thanks.

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    Actually you don't need plugin. You will need custom workflow activity in your case. Here is example of it - msdn.microsoft.com/.../gg334455.aspx

  • Suggested answer
    Pradip Raj Profile Picture
    327 on at

    Now it is possible to copy contents of email body to Case description. Please check my comment in below article.

    community.dynamics.com/.../1116274

    Thanks

    Pradip

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