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Microsoft Dynamics CRM (Archived)

How to Add existing emails (activity) to an open case

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Hi

Can someone help me out. I cant seem to figure out how to add an existing email to an open case. I can do it in the mobile app But I cant seem to get it done via Online. Thanks

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  • Verified answer
    Community Member Profile Picture
    on at

    Hi,

    Open the email and set the case in the email regarding field.

  • Community Member Profile Picture
    on at

    This doesnt work because CRM errors and tells me the email must be in draft format to save the change.

  • Suggested answer
    Community Member Profile Picture
    on at

    Turns out Microsoft had a small glitch on my end and your method ending up working afterall! Thanks so much!! :)

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