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Customer experience | Sales, Customer Insights,...
Answered

Incoming Emails Automatically Create Case?

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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?

I have the same question (0)
  • Verified answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    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/

  • Suggested answer
    Manoj Mane Profile Picture
    1,020 on at

    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.

  • CRM Learner 88 Profile Picture
    on at

    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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