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Service | Customer Service, Contact Center, Fie...
Answered

Reply from customer to an email related to an existing record

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Posted on by 20

We have setup a queue for a shared mailbox and created an automatic record creation rule for the case-entity.
Result: Incoming e-mails are being converted to a case.

After the record creation, an  email is being sent from this shared mailbox to the sender of the original e-mail.
This e-mail is related to this case so the e-mail history is being tracked. The original sender receives a 'your case has been created' kind of email.
Result: E-mail is sent from shared mailbox to sender original e-mail. E-mail is tracked on Case record.

So far, so good.

When the sender from the original e-mail replies on the 'your case has been created' e-mail, we do have an issue.
The reply e-mail is tracked to the case record. That's fine because the e-mail indeed is related to this case record.

The real problem is that we don't get a notification or something like that, we cannot see we have an unread e-mail which is related to an existing D365 record.

Because of this we cannot act fast on the customer reply. It can happen we never see this email. It is just a coincident when we do see this e-mail.

Is there a way we do get a notification when a reply email is received related to a D365 record?
Or is there an other way we can proccess these email records.

We somehow need to know that an answer is received...

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    on at
    RE: Reply from customer to an email related to an existing record

    Hi Dave,

    As you mentioned, “Result: E-mail is sent from shared mailbox to sender original e-mail.

    So when sender reply the  'your case has been created' email, it will send to shared mailbox 

     pastedimage1614147895277v1.png

    And the replied email from sender can be tracked to the case automatically.

    pastedimage1614148055285v2.png

    So you can see these replied emails in shared mailbox, there users who want to get notification have no privileged to check mailbox?

    If so, you can create a workflow, which can send email to case owner based on characteristics of the replied email.

    Like the screenshot of the reply email below, you can set 'to' and 'subject' and 'Regarding' fields as condition,

    pastedimage1614148339762v3.png

    Go Settings > Process to create a workflow in email entity.

    pastedimage1614148420311v4.png

    (1)'Check Condition' step:

    pastedimage1614148570850v5.png

    (2)'Send email' step:

    pastedimage1614148737299v6.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Dave_NL Profile Picture
    20 on at
    RE: Reply from customer to an email related to an existing record

    Thank you for your reply. This is an option I did not think about before.

    The only thing I am going to change is to set a field on the case entity 'Unread email' yes/no which I will set to yes when an email is received, in stead of creating a new email.

  • Community Member Profile Picture
    on at
    RE: Reply from customer to an email related to an existing record

    Hi, Thanks for sharing this amazing post with us. My nephew gets so much essay work to do, and he asks me to help him with it, But I am busy with my exam preparation so I am searching for the best essay writing services, I hope I will find them soon.

  • urklnme Profile Picture
    439 on at
    RE: Reply from customer to an email related to an existing record

    Leah,

    what email configuration is required to have the replies show in the timeline?

    Must I use email tracking for this to happen?

  • Zap Objects Profile Picture
    919 on at
    RE: Reply from customer to an email related to an existing record

    In our Zap Helpdesk App, whenever a new email is received from Customer regarding an existing Case...below actions are performed:

    1. An email notification goes to support team / case owner informing them about this new email response.
    2. An InApp Notification can also be sent to support team / case owner (in addition to email notification)
    3. Case Status is reset to "New Response"

    All of the above actions are configurable.

    Besides we also have a "Recent Case Updates" Panel where you can view all the new updates happening to your Cases in real-time!

    For more details, refer: How to design Support process in Dynamics 365 for Customer Service? (link)



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