Is there a way to automatically create a case in CRM from an email where CRM can actually populate customized fields based on the body text of the email?
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Is there a way to automatically create a case in CRM from an email where CRM can actually populate customized fields based on the body text of the email?
*This post is locked for comments
Hi Asimoneaux1, may I know if you already this ?
I did see this but it does not specify how you can utilize the rules to read the context of the email and populate customized fields in CRM? That is what I need to figure out. Thanks
Hello,
You could do using automatic record creation and update rules.
https://www.microsoft.com/en-us/dynamics/crm-customer-center/automatically-create-a-case-from-an-email-customer-service.aspx
Thanks
I would also like to know this.
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