Skip to main content

Notifications

Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Create an email activity when an email is sent to a certain mailbox

Posted on by 2
Hi all,

we have a model driven app that has a custom entity called PCO Tasks.

We have a power automate workflow that when an email is dropped into a certain mailbox, creates a PCO Task.

What we then want to happen (if possible out of the box) is for dynamics email routing to then create an email activity (with any attachments) and attach to the PCO task.

Now, I can achieve the above by extending the flow that creates the PCO task by using an add record - Dataverse action - and creating an email activity record and populating its PCO task regarding column with the ID from the previous create PCO task action.
However, I was wondering if there is a way out of the box for the email activity to be generated on the fly when an email hits the mailbox address, then attach?
I know I might have to use a flow to attach the email activity to the PCO record, like on email activity creation find record and attach. But just wondered if the email activity - along with any attachments could be created out of the box?
 
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Create an email activity when an email is sent to a certain mailbox
    Hi Partner,
    A certain mailbox? This means having a fixed email address, Right?
    Maybe you can create one queue with this Email address, then use rules to create records automatically.

    Queue:
    --mailbox will be created automatically after queue is created.
    Then set and enable this mailbox, all emails sent to this mailbox will be tracked as email activity into Dynamics.
    With the help of ARC rules, you can create records related to this email automatically.
    Refer to this blog, which provides detailed steps for similar need.

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templates⚡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,151 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,993 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans