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Service | Customer Service, Contact Center, Fie...
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Cases are not created automatically from a queue

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Posted on by 30

Hello everybody,

I'm new with configuration of Services, but I followed all the paths and suggestions I saw in your forums and I have configured the queue correctly, I can see activities coming to the dynamics but cases are not created.

This is the configuration of my queue

pastedimage1592407612259v1.png

pastedimage1592407661086v2.png

This is the creation rule 

pastedimage1592407744820v3.png

pastedimage1592407789039v4.png

And I specify that if the email is not coming from a specific email address (which is for alerts) I should create a case

pastedimage1592407946021v5.png

But up to now, I can see emails in my shared mailbox that are followed to the Dynamics 365 

pastedimage1592408153713v6.png

If I go to Dynamics, and search for activities I can see all the activities coming from the queue but without the reference to a case, so nobody can see them as activities

And our queue is always empty.

What did I wrong?

Can anybody help?

Regards, Karina

  • dian74 Profile Picture
    2,475 Most Valuable Professional on at
    RE: Cases are not created automatically from a queue

    You're welcome! That should fix it! 

  • Karina Geldstein Profile Picture
    30 on at
    RE: Cases are not created automatically from a queue

    Thanks Dian! I have it checked, never knew there was that configuration on cases.

  • Verified answer
    dian74 Profile Picture
    2,475 Most Valuable Professional on at
    RE: Cases are not created automatically from a queue

    Make sure the case entity doesn't have the box checked that says "Automatically move records to the owners' default queue when a record is created or assigned"

    6406.Case.png

  • Karina Geldstein Profile Picture
    30 on at
    RE: Cases are not created automatically from a queue

    Hello evebody:

    Sometimes the problems are something that you see and give them for granted.

    I found one of my problems: In this article docs.microsoft.com/.../troubleshoot-case-email-issue it said: "Step 6: Ensure that the queue email address is in the To or Cc fields of incoming mails. Emails sent with the queue address in the Bcc field will not be processed."

    That is one of my problems. I was using a shared mailbox but emails are not coming with CC or To because they came from a distribution list I used before. So queue mail was not in the To or CC addresses.

    Second problem, when the email arrives with the correct address, the rule is triggered and now it works ok, but case is created in my personal queue, not in the support queue.

    Any ideas?

    Regards,

    Karina

  • Karina Geldstein Profile Picture
    30 on at
    RE: Cases are not created automatically from a queue

    Thank you Dian, yes I did this steps and it seems everything well set.

  • Suggested answer
    dian74 Profile Picture
    2,475 Most Valuable Professional on at
    RE: Cases are not created automatically from a queue

    Hi Karina,

    I have written an article about this: https://d365goddess.com/dynamics-365-customer-service-setup-mailbox-for-automatic-case-creation/ can you walk through your configuration and confirm  your setup is the same?

  • Karina Geldstein Profile Picture
    30 on at
    RE: Cases are not created automatically from a queue

    I found something, I sent a test email to the shared mailbox

    pastedimage1592441875578v1.png

    Email was followed to Dynamics 365

    If I enter to the activities I can see it there but no reference 

    pastedimage1592441946422v2.png

    If I checked the system jobs, no creation trigger was there, but if I forced the activity to go to the queue I made, then the creation trigger was launched.

    pastedimage1592442053893v3.png

    It has an error, but at least it was triggered. Now, I don't know why the creation rule is not triggered, it seems like the activity never entered the queue.

    I do have in options the configuration to follow the items to Dynamics, and also the creation of contacts. I think it might make some trouble there.

    How do I have to configure this?

    Regards

    Karina

  • Karina Geldstein Profile Picture
    30 on at
    RE: Cases are not created automatically from a queue

    Thank you Carlo, I was checking the systems jobs and the job "Crear Casos Generales" only triggers when I enable the mailbox, when each of the emails arrives to Dynamics, it is not triggered. I don't know why.

    I don't know if I mentioned before, but I'm using Dynamics 365 for this. Any suggestions?

  • Suggested answer
    Carlo Velasco Profile Picture
    787 on at
    RE: Cases are not created automatically from a queue

    Hi this has to be troubleshooted.

    First, are the emails received to that queue are being created as activities on Dynamics?

    Second you need to look to your system jobs for the "Crear Casos Generales" workflow operation, this means that every time the activity record is created on that queue, one workflow will be triggered to create the case.

    It is possible that this workflow may be failling for several reasons, for example there could be a custom plugin that fails, my recomendation is to look for this workflows and check if they are failing.

    Kind regards

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