Incoming Emails Automatically Create Case?

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Posted on by CRM Learner 88

We want all of our incoming emails to a specific email address to automatically create a case. I found the automatic record creation option but it forced you to add a queue.

So it seems you have to manually add an email to the specificed queue for this automatic record creation rule to be in effect.

Is there a way to have emails automatically go to a queue? If not.... is there another way we can make sure a case is created with every incoming email to to a specific email address?

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CRM Learner 88 on at

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RE: Incoming Emails Automatically Create Case?

Thanks. It looks like emails that are sent from the same email address as the incoming email will not create cases. Is there a way around this?
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Manoj Mane 1,012 on at

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RE: Incoming Emails Automatically Create Case?

Hi RM Learner 8,

please refer the below link:-

https://docs.microsoft.com/en-us/dynamics365/customer-service/automatically-create-case-from-email

Thanks,
Manoj.

Please mark this as VERIFIED if it helps.
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Incoming Emails Automatically Create Case?

Hi,

You could create Queue record with your email address and Enable mailbox configuration for this queue. This way when any email sent to this email addredd it will automatically added to queue.

See below blog for more details -

crmkeeper.com/.../

Entire How To's on Customer Service can be found here -

crmkeeper.com/.../

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/