Automatic email to case creation

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Posted on by Community Member

Hi,

I'm facing a problem in automatic case creation.

Task is :

I have a task where I have to create a case. when some one send's a email , automatic case as to be created and there should be auto response to the customer. so please can any one help on this , I have a demo tomorrow.

my skype id:sunil_gowda4344

gmail id :sunil_gowda4344@gmail.com

phone no: +9710524217221

Best Regards,

Sunil.

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Answers (4)

K Sharma 65 on at

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RE: Automatic email to case creation

Hi

I have set up Auto Case Creation rule but facing an issue . It works fine with the Email moved to the specific Queue but not showing up the case . Please find the screenshot below and share comments :
Zap Objects 913 on at

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RE: Automatic email to case creation

Out-of-box record creation rules for Email-to-Case is very basic in terms of functionality. If you are looking for a more comprehensive solution, then try out Zap Helpdesk - Email to Case App!

Below are few features:

Copy email body to Case description

Quick Reply from Case form using canned comments

Quick Attachments search from Case form

Forward to Create New Case

Automatic Case assignment

Email spam protection

and many other features...

https://zapobjects.com/apps/zap-helpdesk/
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Community Member on at

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RE: Automatic email to case creation

Hi,

Thanks for the help.

Best Regards,

Sunil.
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PS 23,577 on at

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RE: Automatic email to case creation

Hi Sunil

Since you are selecting a queue in your auto-creation record and you have MS Outlook for outgoing emails. Queue can send out emails via server side sync or email router or else you must have a forward email box whose email id you can use in the queue.

Since you have outgoing email from outlook for the queue, thats why emails are going in pending send
Mridula 275 on at

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RE: Automatic email to case creation

Hi Sunil,

Please check for mailbox settings in settings->Email Configuration->mailbox->check for your active mailbox and in synchronization method, set incoming and outgoing email as 'Microsoft dynamics CRM for Outlook'.

test and enable it.

Please post screenshot of mailbox setting if you still face the issue.

Thanks,

Mridula
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PS 23,577 on at

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RE: Automatic email to case creation

Please share your mailbox settings

Go to settings >>Email Configuration >> mailboxes >> test and enable it..... share a screenshot

Are you using outlook or server side sync, if you are using trial crm, you will have to use outlook for sending emails
Community Member on at

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RE: Automatic email to case creation

Hi,

Thank you Prashanth.

Mridula I just checked status it is still in pending .

what is the next step?

Regards,

Sunil
Mridula 275 on at

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RE: Automatic email to case creation

Hi Sunil,

Could you please check in your Email activity as in sent email is in which status.

Thanks,

Mridula
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PS 23,577 on at

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RE: Automatic email to case creation

Have you checked your email settings? If they are alright and still automated response is not going; i would suggest you an alternative for demo purpose:

Create a realtime workflow

Trigger on case creation

send email to case customer

community.dynamics.com/.../crm-2013-real-time-workflows

Also, check whether your case customer contains an email ID or not, that might be another reason for no emails.
Community Member on at

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RE: Automatic email to case creation

Hi Prashant,

Thanks.

i'm able to track the mail now , but automated response is not going. I have followed the procedure still there is no automated response.

Best Regards,

Sunil,