Hi Community,
Our office is currently exploring Dynamics 365 Customer Service Hub to explore its capabilities for our ticketing system.
Our objective is simple: for any incoming emails to share mailbox, it will automatically create new case based on support ticket type, which we have 3 support categories:
- Technical
- Billing
- General
And I would like to ask for your advice regarding an issue I encountered when trying to configure Automatic Record Creation (ARC) rules.
Here the steps that I have done so far:
- Registered a new Queue using a Microsoft 365 shared mailbox.
- Created a new ARC (Automatic Record Creation)
- I confirmed that the ARC record is still deactivated at this stage.
- When I tried to add a Condition Rule, I encountered a popup error, like below:
- I have checked that my user account has the following permissions: App Profile Manager Administrator, App Profile User, Approvals Administrator, Basic User, Project Owner, System Administrator
- And I have verified that the share mailbox has been approved and functioning, as when I try to send test email, it being discovered in the queue that I was created
- We are currently using a Dynamics 365 Customer Service Enterprise Trial License (vTrial).

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