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Automatic Record Creation and update rules - UCI ( contact records are not created if email come from unknown senders

Posted on by 100

the record creation rule working for emails of known senders . I have selected this option only still no luck, any help ?

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  • Dynamics System Profile Picture
    Dynamics System 100 on at
    RE: Automatic Record Creation and update rules - UCI ( contact records are not created if email come from unknown senders

    Thank you for clear description . On top of it  I found one business rule is present which makes the one field mandatory (other than first name , last name and email)when I stopped that , contacts are created for the unknown senders.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Automatic Record Creation and update rules - UCI ( contact records are not created if email come from unknown senders

    Hi Partner,

    This option, in conjunction with the Automatically create records in Dynamics 365 for Customer Engagement option in the rule owner's Personal Options, determines whether a case and contact record is created. 

    You can Go Settings > personal option and navigate to ‘Email’ tab.

    pastedimage1628066961200v1.png

    Then you need check security roles assigned to the owner whose permissions the rule uses to run, which should contains sufficient  'create' permission of the Contact entity.

    pastedimage1628067804372v2.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Dynamics System Profile Picture
    Dynamics System 100 on at
    Automatic Record Creation and update rules - UCI ( contact records are not created if email come from unknown senders)

    Hi ,

    the record creation rule working for emails of known senders is working.

    I have selected this option only ,

    pastedimage1628067768007v2.png

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