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Customer experience | Sales, Customer Insights,...
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Email to Case with Parsing Content to go into specific fields

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Posted on by

Two Questions.

Can one email Id that has structured and unstructured Email be parsed and created as Tickets.

For Ex. If we have one email box that accepts emails from two sources one with Format like

First Name John

Last Name doe

Question: is the office open today?

Another Question: What are the timings?

Location: Pittsburgh

And the second format

Hello,

I need to open a Bank Account.

Thanks,

Jenny

Be Parsed to create a Case from both the sources. Is this a Plugin or can I use Power Automate?

  • Zap Objects Profile Picture
    919 on at
    RE: Email to Case with Parsing Content to go into specific fields

    Hi ephraim_D365,

    k.

    Just for info: Zap Helpdesk App code is certified by Microsoft Appsource Team. Also the app resides within Dynamics instance and has no dependency for any external service.

  • Community Member Profile Picture
    on at
    RE: Email to Case with Parsing Content to go into specific fields

    CyberSecutiry wont sign off using third party components as they need to be validated and seen what code is plugged with.

  • Zap Objects Profile Picture
    919 on at
    RE: Email to Case with Parsing Content to go into specific fields

    Zap Objects: Helpdesk -  Email to Case App has feature which allows parsing the email and populating Case fields with the extracted values.

    For details, refer blog:
    https://zapobjects.com/microsoftdynamics365_crm_helpdesk_emailtocase_app/now-added-web-to-case-feature-to-zapobjects-helpdesk-email-to-case-app-for-dynamics-365-for-customer-service-crm/

    To learn more about the app, refer: https://zapobjects.com/apps/zap-helpdesk/

  • Community Member Profile Picture
    on at
    RE: Email to Case with Parsing Content to go into specific fields

    I have a formatted body of email which needs to be parsed.For ex. First Name,Email,Message,Department etc. i don't think the OOTB Email creation can do that kind of parsing.

  • Blitzey Profile Picture
    370 on at
    RE: Email to Case with Parsing Content to go into specific fields

    Create an Email Queue in Dynamics. 

    Approve the mailbox in Dynamics.

    Create a rule Email to Case. Email to Case

    Apply routing rules to route the Case to the correct Team in Dynamics. 

    I hope this helps. 

  • Michael Saroka Profile Picture
    60 on at
    RE: Email to Case with Parsing Content to go into specific fields

    For any complex analysis of content, I use Azure functions and create a custom connector to do the custom work.  It is a bit to set up and learn at first, but after I have a nice platform to do what I want instead of finding workarounds.

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