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Microsoft Dynamics CRM (Archived)

Dynamics CRM 2013 - Create contact from incoming mail

Posted on by Microsoft Employee

Hi everyone, 

First of all, i'm sorry for my english, but i am not a native speaker.

Unfortunatly, i'm not a CRM expert either ( far from that actually... )

I have a simple question : Is it possible to create a new contact from incoming emails? 

I guess the answer is yes, because on one of the on-premise CRM 2013 that i'm working on, this option is available 

(Option (Set personal options)< email < Automatically create records in Microsoft Dynamics CRM.)

I just wonder how i can actually have the same option on all the others CRM2013 i'm working on...

Thanks a lot,

Josh

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics CRM 2013 - Create contact from incoming mail

    Hi ! First of all, thank you for your answer ! Unfortunatly, i do not have a 365 solution, but a crm2013 on premise solution. rule to create and update records automatically does not exist, it's a case recording option.

  • Suggested answer
    MS CRM DYNAMICS Profile Picture
    MS CRM DYNAMICS 580 on at
    RE: Dynamics CRM 2013 - Create contact from incoming mail

    Please refer below link

    docs.microsoft.com/.../set-up-rules-to-automatically-create-or-update-records

    Please mark as verified, thanks in advance !!

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