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
This is the creation rule
And I specify that if the email is not coming from a specific email address (which is for alerts) I should create a case
But up to now, I can see emails in my shared mailbox that are followed to the Dynamics 365
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
You're welcome! That should fix it!
Thanks Dian! I have it checked, never knew there was that configuration on cases.
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"
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
Thank you Dian, yes I did this steps and it seems everything well set.
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?
I found something, I sent a test email to the shared mailbox
Email was followed to Dynamics 365
If I enter to the activities I can see it there but no reference
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.
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
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?
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
Muhammad Shahzad Sh...
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