Share
ReportIs there a way to have an inbound email sent to a specific address in Exchange auto create a Lead?
*This post is locked for comments
You’re offline. This is a read only version of the page.
Is there a way to have an inbound email sent to a specific address in Exchange auto create a Lead?
*This post is locked for comments
Perfect! Thanks for the guidance, Wayne!
Yes, look at Automatic Record Creation Rules: docs.microsoft.com/.../set-up-rules-to-automatically-create-or-update-records
Go To Settings -> Service Management to get there. Then you can say where it's going to (you might need to make a Queue to pull your Exchange address into D365) and then choose your filters and when you create Leads and all that.
It's basically exactly designed for need.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (