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

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Answered

Automatic case creation fails

(0) ShareShare
ReportReport
Posted on by 15

Hello,

We have a shared postbox that imports emails from our customers to CRM. This is working fine as long as the email is sent to our adress. However, sometimes the shared postbox is on CC, and then a case will not be created. Causing us to lose control of that email. I know that CC is part of the activity party entity, but when creating a case creation rule, there is no option to use the activity party entity. 

How can we include this in our case creation rule?

I have the same question (0)
  • Verified answer
    Harish M Profile Picture
    on at

    Hello,

    Please refer this

    community.dynamics.com/.../email-to-case-when-people-are-marked-in-cc---automatic-case-creation-rules

    Best Regards,

    Harish M

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums

  • Thorsortevik Profile Picture
    15 on at

    Hi,

    Thank you for your reply. I also found that post and it seems to be the only solution for the moment.

    I would recommend to add a few conditions to that:

    1. Email-direction = ingoing

    2. Regarding = does not contain data. To avoid duplicates.

    Have a nice day :)                    

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

News and Announcements

Season of Giving Solutions is Here!

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 > Service | Customer Service, Contact Center, Field Service, Guides

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 24 Super User 2025 Season 2

#2
TAHER Mehdi Profile Picture

TAHER Mehdi 14

#3
Fameeda Yaseen Profile Picture

Fameeda Yaseen 10

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans