Skip to main content

Notifications

Announcements

No record found.

Service | Customer Service, Contact Center, Fie...
Suggested answer

Reply to cases from customer

Posted on by 40

Hi 

i have configuration cases ( email to case ) and make workflow to case post to customer but 

i need if customer repay from email to case it appear in cases same his case 

  • Suggested answer
    RajuB Profile Picture
    RajuB on at
    RE: Reply to cases from customer

    Yes.

    Please refer the Documentation for more details.

    Automatically create a case from an email

    docs.microsoft.com/.../automatically-create-case-from-email

  • Suggested answer
    gisiquei Profile Picture
    gisiquei on at
    RE: Reply to cases from customer

    Hi there,

    I agreed with CJustin.

    I would have a New Record Creation and Update Rule (in Settings> Service Management> Automatic Record creation  and Update Rules) to once a customer send an email to a email/ queue (configured in Dynamics first) soon as the email is received a casein created and let dynamics sent an email to customer like a confirmation, if the customer replies that the email message will already track the email using regarding field .

  • CJustin Profile Picture
    CJustin 262 on at
    RE: Reply to cases from customer

    You may want to check the record creation and update rule (if any). Settings > Service Management > Automatic Record creation and Update rules.

    In the rule check the setting "Specify condition for record creation"

    Also...

    If the email is created and sent from the Case record it will auto add the regarding as the Case record.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans