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Automatic Case Creation

Posted on by 905

Dear Team,

i have setup the Automatic Case Creation but i am getting the below error message.

A record with these values already exists. A duplicate record cannot be created. Select one or more unique values and try again.

Capture.PNG

Can anybody help me on this.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Automatic Case Creation

    Hi,

    Check if you have added any alternate keys for your ticket entity-

    www.powerobjects.com/.../utilizing-alternate-keys-in-dynamics-crm-integrations

    Hope this helps.

  • Suggested answer
    Srujan K Profile Picture
    Srujan K 317 on at
    RE: Automatic Case Creation

    Are you trying to create duplicate records ?

    Do you have any duplicate detection rules enabled for incident entity in CRM?

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Automatic Case Creation

    Hi Venkata,

    Is there any plugin registered on creation of Ticket entity? If yes then  please disable that plugin and try again.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Automatic Case Creation

    Make sure that you have the Customer Service Manager, System Administrator, or System Customizer security role or equivalent permissions.

    When a case creation rule is activated, a corresponding workflow is created automatically. If you create or assign a rule, you must have permissions to perform the same action on workflows. The case creation rule is applied and a case is created in the context of the permissions that the owner of the case creation rule has.

    Go to Settings > Service Management.

    Select Automatic Case Creation Rules.

    To create a new case creation rule, click New. Myloweslife

    -OR-

    To edit an existing rule, in the list of rules, select a rule, and then on the command bar, click Edit.

    Type or modify information in the fields.

    Hover over the field labels to see what to enter.

    Name. Type the name of the queue the rule is defined for.

    Source Type. Select Email to indicate that cases will be created automatically from email messages.

    Queue. Select the queue that the rule applies to. For example, if you want to convert email messages and then send them to the Support queue, select that queue here.

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