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Microsoft Dynamics CRM (Archived)

What are the Steps to Configure Smart Matching?

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Posted on by 108

Hi,

Please help me with the steps to Set up Smart Matching...

Settings --> Administration --> System Settings --> Email (Tab) -->Checked Smart Tracking.7752.A.jpg  

^[s]*([w]+s?:[s]*)+

Please find above snap shot of the Smart Tracking, I enabled. But, seems its not working. I send an email and it creates a Case and sends auto response with Ticket#. When I replied to that mail from Outlook, after reaching that it is creating a new ticket once again. 

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  • Verified answer
    Faizal Profile Picture
    545 on at

    Set "Minimum number of Recipient to match" to 2. Try again with new email.

    Refer to:

    https://blogs.msdn.microsoft.com/crm/2008/11/11/microsoft-dynamics-crm-email-correlation-and-smart-matching/

    https://technet.microsoft.com/en-us/library/hh699705(v=crm.5).aspx

  • Verified answer
    PS Profile Picture
    23,577 on at

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