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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Incoming mails to a case
Microsoft Dynamics CRM (Archived)

Incoming mails to a case

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Posted on by Community Member Microsoft Employee

Hi all,

I want incoming mails that come in as reply to a mail I sent as an activity from a CRM case to be added to the same case (as an activity or note). How to implement that? By now I just can use copy&paste and add a note.

Kind regards,

Jürgen 

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  • Suggested answer
    StefanS365 Profile Picture
    StefanS365 3,573 Most Valuable Professional on at
    RE: Incoming mails to a case

    Hi Jürgen,

    Check out the Record Creation and Update Rules

    References:

    docs.microsoft.com/.../set-up-rules-to-automatically-create-or-update-records

    https://carldesouza.com/dynamics-365-record-creation-update-rules-email-case/

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