Skip to main content

Notifications

Announcements

No record found.

Service | Customer Service, Contact Center, Fie...
Unanswered

Case,contact,activity creation

(0) ShareShare
ReportReport
Posted on by 120

How can i send a email directly to a queue from a new contact such that it creates a email,case and a contact

  • Pankaj Gogoi Profile Picture
    Pankaj Gogoi 3,177 on at
    RE: Case,contact,activity creation

    Hi,

    Please check the case creation condition in your rule. You can also check the system job if the Automatic case creation processed failed.

    When a case is created from forwarded mail, the customer on case record probably will be set to the user that forwarded that email and not the original sender. You can use a plugin to get the original sender information.

    Hope this helps

    Best Regards

    PG

  • Mrunalini Profile Picture
    Mrunalini 120 on at
    RE: Case,contact,activity creation

    Iam getting a case created if i send a email to a queue Directly.

    But case is not getting created if i forward a mail to the mailbox on the queue...

    Can i know the reason for not getting a case created?

  • Pankaj Gogoi Profile Picture
    Pankaj Gogoi 3,177 on at
    RE: Case,contact,activity creation

    Hi Mrunalini,

    Please refer the articles below for automatic record creation from email.

    docs.microsoft.com/.../automatically-create-update-records

    docs.microsoft.com/.../automatically-create-case-from-email

    Setting up of queues.

    docs.microsoft.com/.../set-up-queues-manage-activities-cases

    Best Regards

    PG

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,431 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,503 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans