Using Dynamics CRM Custom Workflows to Create Tasks Automatically based on emails

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How to auto create cases based on the emails received in the Dynamics crm and also to create task based on the email using the custom workflow plugin and out of box feature

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gdas 50,091 Moderator on at

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Hi Abhishek ,

below article will be helpful for you.

www.preact.co.uk/.../microsoft-dynamics-crm-automatic-case-creation

docs.microsoft.com/.../automatically-create-case-from-email

community.dynamics.com/.../211674

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RaviKashyap 55,410 Moderator on at

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Hi Abhishek,

For out of box, you can use the case creation rules.

crmbook.powerobjects.com/.../automatic-case-creation

For custom workflow, you need to create a workflow on create of email which create the task entity record.

Hope this helps

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Anthony A 230 on at

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Short answer...

You can do it using a custom workflow, you can create a series of "check conditions" and check title using title of email.

create a case based on what the title says and then create a task within the case (all within the same workflow)

you need to make sure that the incoming email is already link to a contact that is linked to an account if you want to be able to set an account. This will work very well if the incoming emails have been formated in a way that the title is more of less always standard.

ex:

if emailsubject = "ac detected high humidity"

create case " Humidy issue" customer= email senders account,

create tasks = send team, etc

regard eamil to case

asign email to queue "case created"

or

create a plugin and attach it to incoming emails. in the plugin you can create a case (and tasks within a case) - its more flexible depending on what you are trying to do.

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