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Session Id :
Microsoft Dynamics CRM (Archived)

Create case from email and populating email data into case fields

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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? 

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  • RE: Create case from email and populating email data into case fields

    Hi Asimoneaux1, may I know if you already this ?

  • RE: Create case from email and populating email data into case fields

    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

  • Suggested answer
    ashok teja Profile Picture
    ashok teja 290 on at
    RE: Create case from email and populating email data into case fields

    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

    Ashok J

    XRMWEBKIT | CRMPORT | DynamicsHelpmate 

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Create case from email and populating email data into case fields

    I would also like to know this.

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