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Creating a case from contact mail

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Posted on by 448

Hi all

every contact in our dbase is associated to an account.

When I receive a mail from this contact, I need that the mail create the case and have the Customer in the right column of the cases list:
pastedimage1662992948406v2.png

I try with a lot of settings on the right, but che process is always in error... it's working only if I insert a fixed customer 
pastedimage1662993422865v3.png

thanx for any suggestion

  • DiePic Profile Picture
    DiePic 448 on at
    RE: Creating a case from contact mail

    No suggestions for this error?

  • DiePic Profile Picture
    DiePic 448 on at
    RE: Creating a case from contact mail

    Hi Leco Lv 

    I've restarted with D365cs after some week dedicated to other jobs.

    I try to enter the case creation rule as you showed me, but the system gives me an error:

    pastedimage1664813084188v1.png

    and this is the log

    ReferenceError: crmCreate is not defined
        at Mscrm.setupAdvFind (https://ourweb.crm4.dynamics.com/ourenv/webresources/ConvertRuleItem_main_system_library.js:1:2616)
        at Mscrm.Form_onload (https://ourweb.crm4.dynamics.com/ourenv/webresources/ConvertRuleItem_main_system_library.js:1:68)
        at y._executeFunctionInternal (https://ourweb.crm4.dynamics.com/uclient/scripts/app.js?v=1.4.4796-2209.1:2053:5286)
        at y.execute (https://ourweb.crm4.dynamics.com/uclient/scripts/app.js?v=1.4.4796-2209.1:2053:3782)
        at https://ourweb.crm4.dynamics.com/uclient/scripts/app.js?v=1.4.4796-2209.1:164:26973
        at i (https://ourweb.crm4.dynamics.com/uclient/scripts/app.js?v=1.4.4796-2209.1:340:88)
        at ee._executeIndividualEvent (https://ourweb.crm4.dynamics.com/uclient/scripts/app.js?v=1.4.4796-2209.1:164:26947)
        at ee._executeEventHandler (https://ourweb.crm4.dynamics.com/uclient/scripts/app.js?v=1.4.4796-2209.1:164:23952)
        at Object.execute (https://ourweb.crm4.dynamics.com/uclient/scripts/app.js?v=1.4.4796-2209.1:164:21169)
        at N._executeSyncAction (https://ourweb.crm4.dynamics.com/uclient/scripts/app.js?v=1.4.4796-2209.1:954:692)
    
    Dettagli errore:
    Nome evento: onload
    Nome funzione: Mscrm.Form_onload
    Nome risorsa Web XML: ConvertRuleItem_main_system_library.js
    Nome soluzione: System
    Nome editore: MicrosoftCorporation

    any suggestions are appreciated

    thanx

  • DiePic Profile Picture
    DiePic 448 on at
    RE: Creating a case from contact mail

    Thanx Leco Lv  and exceuse me but I'm not able to explaine well in english...


    In the 1st post, I'm creating the rule that will open a case for every mail received in my box mail for support.

    The field "Customer" is binding but it seems dont work with any parameter on the right list. It work only if I but a fix customer that is already insert in my db.

    Do you have some idea to complete this setting?

  • Leco Lv Profile Picture
    Leco Lv on at
    RE: Creating a case from contact mail

    Hi partner,

    Here's another easy way . You can have a try

    pastedimage1663063160571v1.png

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