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Suggested answer

Automatically create account and contact - D365 App Outlook

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Posted on by EBMRay 873

Hello,

I configured the D365 outlook add-on on top of our Sales module and what I am trying to achieve is the below:

When a new customer sends us an email, I want this tool to create a contact or an account automatically in the system without doing those steps manually directly from outlook as below to fill in either Account or contact details:

Screenshot-2022_2D00_06_2D00_07-230538.png

In that way, when the contact/account is created automatically it will handle the tracking for the email messages and the other stuff if the account/contact exists in the system.

Will it be possible to automate it that way as OOB feature? Or should I proceed with a power automated cloud flow and customize it the way I want?

What is the configuration needed to make it work?

Any help is greatly appreciated.

Best regards,
EBMRay

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,959 Super User 2024 Season 1 on at
    RE: Automatically create account and contact - D365 App Outlook

    Hi,

    You can try that setting to see if it works.

  • EBMRay Profile Picture
    EBMRay 873 on at
    RE: Automatically create account and contact - D365 App Outlook

    Hello Bipin Kumar,

    I found in the official documentation and the below screenshot the below settings:

    https://docs.microsoft.com/en-us/dynamics365/outlook-addin/user-guide/set-option-automatically-track-incoming-outlook-email#automatically-track-email-messages

    3441.Personal-Options.png
    Do you think that will make it work or do I still need a Power automate flow that when an email arrives create a new account in dataverse? Or what do you mean if not resolved where I can find this data on which table?

    Awaiting your response.
    Best regards,
    EBMRay

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,959 Super User 2024 Season 1 on at
    RE: Automatically create account and contact - D365 App Outlook

    Hi,

    It can only link to an existing record if already available based on Email address etc.

    If no record found system will show as unresolved.

    I think you will need to write power automate to automatically create new record if not resolved.

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