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Customer Service forum

Approving incoming Email

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Posted on by 5

Hi there

Platform: MS Dynamics Customer Service
Email: Exchange Online (365)  

I've just configured my first MD Customer Service portal with still much to learn. I can now successfully receive email request for support which create a case ready to go. However, and I'm not sure what step I missed. The system accepts any messages sent to the nominated email address and creates a case. The case number is then retuned in auto reply. 

There is meant to be an approval process, which is where I am getting lost. What I would ideally like to do is create list of approved domains where:

  • Any email address ending in the approved domain is accepted
  • Any message from a non - approved email is sent an auto reply to that affect. This would be a once only reply 
  • Approve any email address before the case is created 

I appreciate I may be asking a bit much here... :)

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  • Suggested answer
    Johnny Gong Profile Picture
    6,482 Moderator on at
    RE: Approving incoming Email

    Hi Stereo,

    I recommend to create workflow activity in Customer Service with condition to check email entity's address whether it contains requested domain name.

    Your condition could distinguish sender's mail address and make the following operation according to your request like case creation or mail sending.

    Afterwards , cases would be auto synced to CS Portal for validation.

    process.PNG

    Regards

    Johnny

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