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Microsoft Dynamics CRM (Archived)

Inbound via email ... auto create Lead?

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Is there a way to have an inbound email sent to a specific address in Exchange auto create a Lead?

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  • Verified answer
    Wayne Walton Profile Picture
    13,730 on at

    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.

  • Suggested answer
    Cyclefitness Profile Picture
    on at

    Perfect!  Thanks for the guidance, Wayne!

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