How to create emails with "Received" status in CRM

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Posted on by Arvind Bhat

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Hi experts!

We know that with server side sync outlook emails take min 3-5mins to sync from the exchange server to CRM. Many times we need to test a lot of things like email-case creation etc. repeatedly so I was trying to create a console app to see if I can minimize this 5min wait. For that I need to create incoming emails in CRM that are in Received status (statuscode = 4). Unfortunately, if I try to create the email with statuscode 4 it just creates the email record in Draft (statuscode 1) status. If I try updating this record to statuscode 4 it gives me an error saying statuscode 4 is not a valid code. I tried to do the same using MS flow and encountered the same issue. Any thoughts on how to make this work or any other ideas to help to automate this testing in less time?

Thank you!

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Case Management

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Siva Tanguturi 31 on at

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1. Create an Email activity record in CRM which would be draft status

2. Create a Routing rule to create a Queue Item when email is created with specific subject

3. Create a Automatic Record creation rule to create a Case record on Queue Item.

Hope this helps.
Arvind Bhat 295 on at

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Thanks for your prompt response Siva. I have the routing rule and auto creation rule already in place but they won't get triggered unless the email is in Received status.
Matt Collins-Jones 230 User Group Leader on at

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Hi Arvind

You can create emails in D365CE either via a workflow or manually to a dummy address or turn off the server profile. Then press send on the email. Install Level up for Chrome or Edge Chromium build and navigate to the email. You should see a rocket in the top right, which is level up, then press "God Mode", this will allow you to change every setting on the form, including the status, allowing you to change it to received.

This will give you the email in the right state, and hopefully might work for you in this scenario.

thanks

Matt
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Siva Tanguturi 31 on at

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Hi Arvind,

Try creating Workflow on Email record to change the status of email to Received once record created.
Arvind Bhat 295 on at

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Thanks for your time on this Matt. My intention is to create an incoming email in CRM. For the emails that are getting created through my console app, even in God mode options showing up are Draft and Failed.
Arvind Bhat 295 on at

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Thanks Siva - workflow works but the auto creation rule does not get triggered to convert the email to a case.
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Matt Collins-Jones 230 User Group Leader on at

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Hi Arvind, you need to actually send the email. If you press send on the ribbon and then and then trigger god mode, you will have more options for status.

Thanks

Matt