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Customer Service forum

call to automatic case creation in MS CRM 2015

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call to automatic case creation in MS CRM 2015 ,I have the requirement for my client.Please help me on this.

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  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,626 on at
    RE: call to automatic case creation in MS CRM 2015

    Hi,

    There is no out of box feature that can automatically convert a call to case (only convert from phone call activity is supported). But you can purchase third party addon to achieve that.

    www.mscrm-addons.com/.../TelephoneIntegration

  • Suggested answer
    bac26 Profile Picture
    2,268 on at
    RE: automatic case creation while getting call from customer in MSCRM2015

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

  • Community Member Profile Picture
    on at
    automatic case creation while getting call from customer in MSCRM2015

    automatic case creation while getting call from customer in MS CRM 2015.Please help me on this.

  • Suggested answer
    bac26 Profile Picture
    2,268 on at
    RE: call to automatic case creation in MS CRM 2015

    Follow these steps and you should have it.   

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

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