web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

How to automatically create and send cases to Queues based on Queue email address?

(0) ShareShare
ReportReport
Posted on by

I'm facing an issue that I cannot seem to figure out. I have a customer, who has a number of customer service departments globally. They have one email address pr. country. 

I wish to do the following:

- One queue should be set up pr. email address, e.g. Customer Service Germany, Customer Service Italy etc.

- Whenever a customer sends a requests pr. email to the country specific email address, it is converted into a case and sent to the country specific queue. So, when I for instance send an email to the German customer service email, the email is sent to the German queue as a case...

I've created a test queue with an email address linked to it. When I send an email to this, it works fine and the emails end up in the queue (but as an email). But, as already mentioned, I want it to be a case, not an email.

I've set up a Case Creation Rule specifying that all emails should be created as cases. But now they don't show up in the queue anymore.

I've looked at Routing Rules but I don't think that's the solution.... or? What am I missing?  

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Michel van den Brink Profile Picture
    4,697 on at

    Hello,

    Take a look at rules for automatic record creation. This will allow you to specify rules to automatically create Cases (or another entity type) for all or specific incoming emails.

    docs.microsoft.com/.../set-up-rules-to-automatically-create-or-update-records

  • Christine A Profile Picture
    on at

    Hi Michel

    I already set up a case creation rule. It says that a case should be created whenever an email is sent to the Queue email address... The case is created but it is not sent to the queue :-(

  • Verified answer
    Community Member Profile Picture
    on at

    Hello Christine,

    You might need to create a Record Creation and Update Detail for each email address (queue) and specify the creation of a Queue Item for that queue. For example:

    queuerecordwf.PNG

    Other possible solution is to create a workflow on case creation. You first need to save the email address on a field on the case record, and then the workflow, base on the email address, create the queue item. Like this:

    queuerecordwf.PNG

    The other possible solution, would be using a Plugin with custom code.

    Cheers!

  • Christine A Profile Picture
    on at

    Thank you, Pedro! I added "create Queue Item" in my rule and that did the trick :-)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans