web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Unanswered

Creating a case from contact mail

(0) ShareShare
ReportReport
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

I have the same question (0)
  • Leco Lv Profile Picture
    on at

    Hi partner,

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

    pastedimage1663063160571v1.png

  • DiePic Profile Picture
    448 on at

    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?

  • DiePic Profile Picture
    448 on at

    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
    448 on at

    No suggestions for this error?

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Suriyanarayanan V Profile Picture

Suriyanarayanan V 15

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 13 Super User 2025 Season 2

#3
CU19070926-0 Profile Picture

CU19070926-0 10

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans