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Service | Customer Service, Contact Center, Fie...
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Dynamics 365 Omnichannel for Customer Service: Email Workstream not Working

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Posted on by 306

Hello Community,

I am trying to set up a workstream in Omnichannel for incoming emails. I have performed the following high-level steps, but it's not working... Could anyone advise if I am missing any steps?

Note: I am not using the D365 App for Outlook for this scenario

- I have enabled a mailbox in D365 for the support email. I have approved the email in the mailbox, and test/enable the mailbox successfully.

- I have created a workstream of "Record" type, and selected "Email" as the channel.

- I have created an Intake Rule in the workstream to intake all in the emails that are sent to the support email and map them to this email workstream.

- I have created a support queue and added an agent user to the queue.

- I have created a routing rule in the email workstream to route the emails that come in via the intake rule to the support queue.

When I try to test this out by sending a test email to the support mailbox, I am not seeing any incoming emails being routed to the support queue in Omnichannel. It's coming up as blank.

I would appreciate if anyone could spot what steps I could be missing..

Thank you!

I have the same question (0)
  • D365EL Profile Picture
    306 on at
    RE: Dynamics 365 Omnichannel for Customer Service: Email Workstream not Working

    Thanks  for the info!

  • Verified answer
    Community Member Profile Picture
    on at
    RE: Dynamics 365 Omnichannel for Customer Service: Email Workstream not Working

    Hi Partner,

    The first thing to confirm is whether your test emails appear in dynamics (the queue associated with the shared mailbox)? If it shows up in this queue as expected, but not in the final queue to be routed, it means that automatic routing is not being triggered as a result!

    It seems like you're missing the last one step:

    You may also need to create a Cloud Flow!

    If the record type you are routing is “case” then any new cases will be automatically considered for routing within Omnichannel. But if you are trying to route other system or custom tables then you need to trigger routing when records are created. We do this by creating a Power Automate flow that will start the routing process.

    This post from Microsoft documents the detailed process for creating the required flow …. Route records automatically using custom flow | Microsoft Docs

    You can refer to the following blog, which provides detailed steps for a scenario similar to yours.

    neilparkhurst.com/.../

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