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Create tasks automatically when a case is created from email

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Posted on by dmohan

I would like to create multiple tasks/action items in a case which is auto created from email. Is it possible to have this created automatically along with case creation and how to do this in the customer service hub?

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Bipin D365 28,983 Moderator on at

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RE: Create tasks automatically when a case is created from email

HI,

You can setup workflow to create Task when Case is created -

docs.microsoft.com/.../workflow-processes

I am creating Phone Call when Account is created, You can create Task when Case is created.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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gisiquei on at

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RE: Create tasks automatically when a case is created from email

You could also leverage Power Automate Flows, when a case is created .

Hope this helps.

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GoldrayPhil 30 on at

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RE: Create tasks automatically when a case is created from email

Hello GiselleOliveira, I would like to know more about this please. I am trying to create an automatic follow up task when a case is created. The flow runs but no task is created. What may I be doing wrong?

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Bipin D365 28,983 Moderator on at

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RE: Create tasks automatically when a case is created from email

Hi,

Can you please check flow run history to know if flow is getting triggered?

Since power automate is asynchronous you will need to wait for few mins or refresh your case form to see Task record.

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Rahuldubey 105 on at

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RE: Create tasks automatically when a case is created from email

Your Power automate seems missing the regarding field, even if it is creating task, doesn't seem to be relating to the case, please check power automate run history and in advance find, the task is created or not

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GoldrayPhil 30 on at

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RE: Create tasks automatically when a case is created from email

Thanks Rahuldubey The flow funs successfully, but no task has still been created even after almost 24hrs. See screenshots below.

What do you mean by missing a regarding field. Can you please show me an example of how to add this? Sorry I am very new to Power Automate so I am learning on the job.

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GoldrayPhil 30 on at

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RE: Create tasks automatically when a case is created from email

Yes I think the flow gets triggered because it shows that it runs successfully. But the task is not created.

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Bipin D365 28,983 Moderator on at

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RE: Create tasks automatically when a case is created from email

Hi,

Task is getting created. It's not associated to Case record and that is why you don't see under case.

As Rahul mentioned you need to Set Regarding field when creating Task from power automate.

Please see below blog for the details

msolenacrm.blog/.../

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GoldrayPhil 30 on at

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RE: Create tasks automatically when a case is created from email

Thank you. I tried it and it is working now.

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Bipin D365 28,983 Moderator on at

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RE: Create tasks automatically when a case is created from email

Hi,

Glad that it worked.

Please mark my answer verified by clicking on Yes under Did this answer your question?

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