web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

How to recognize that customer reply was sent to an existing case through a queue?

(0) ShareShare
ReportReport
Posted on by 35

Settings:

We created a queue and an automated record creation rule for cases which are sent to the email address of the queue. In the process, the original email is removed right away from the queue (we set the queue item to inactive).

To this we created a routing rule which adds the new cases to the queue.

 

Procedure:

1) Case is being worked on

2) Email reply is sent to the customer (sender is the queue of the case creation rule)

3) Customer replies to the email from point 2

 

Problem:

The reply from the customer is imported to CRM, but the email is immediately added and removed from the queue (queue item is created and immediately set to inactive). There is no immediate way for the case worker to see the new E-Mail.

We don't want a new case to be created per reply. But we need to know somehow that an answer was received. We actually thought that the email would be added to the queue which it doesn't. (A workaround we found was to create a separate workflow which sets the status reason of the case to "Open" - but that's not a really good solution).

 

Do you know what's MS best practice so the case worker recognizes that the customer replied?

 

We use MS Dynamics 365 Version 1612 (8.2.2.112) on-premise.

*This post is locked for comments

I have the same question (0)
  • Dave_NL Profile Picture
    20 on at

    Hi, I'm currently running into the same issue. How did you solve it?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the June Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
RichardM Profile Picture

RichardM 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans