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Automatic record creation rules creates duplicate cases

Posted on by 5

Hello Community

I have the OOB automatic record creation rules enabled in the system, but have been getting an issue where emails that arrive as a reply to an existing one create new cases, despite having an already existing active case and linking them to it.

When checking the reply emails I have noticed that they have empty inreplyto field. Why is that?

The messages are sent from contact's emails outside the system to queue's emails. Has anyone had this issue before, and how did you resolve it?

Did one had a similar/same issue and was able to handle it or knows a solution?

Any help is highly appreciated

  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Automatic record creation rules creates duplicate cases

    Hi PaulRichardson,

    Maybe you can try to use smart matching or tracking token settings.

    https://learn.microsoft.com/en-us/power-platform/admin/settings-email-tracking 

    pastedimage1675331310129v1.png

  • Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: Automatic record creation rules creates duplicate cases

    Sure. Please let me know if face any issue

  • PaulRichardson Profile Picture
    PaulRichardson 5 on at
    RE: Automatic record creation rules creates duplicate cases

    Hi

    Thank you for the hint. I'll check!

    Kind regards

    Paul

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: Automatic record creation rules creates duplicate cases

    Hi,

    You mean duplicate cases are getting generated. if yes then please try by alternate key for case as described below:

    https://crmbusiness.wordpress.com/2017/04/26/dynamics-365-alternate-keys-can-stop-duplicates-and-other-thoughts/

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