Generate a Case when receiving an email

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Posted on by Fernando Villaman

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Hi everyone I was wondering if there is any way to link an email account to the case management tool, so that when the linked account receives an email, dynamics automatically creates a new Case.

Thanks in advance

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Bipin D365 28,985 Moderator on at

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Hi,

You can utilize OOB Record Create and Update rule.

docs.microsoft.com/.../automatically-create-update-records

Please mark my answer verified if i were helpful

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Fernando Villaman 406 on at

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Thank you, that was exactly what I was looking for

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Fernando Villaman 406 on at

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Hi everyone I was wondering if there is any way to link an email account to my CRM and automatically create a new Case when I get an email from a customer without using any customizations?.

Thanks in advance

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Noorahmad001 130 on at

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Hi Fernando

I hope this will help you:

crmbook.powerobjects.com/.../

docs.microsoft.com/.../automatically-create-case-from-email

d365goddess.com/.../

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

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Pankaj Gogoi 3,177 on at

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Duplicate of this Post.

https://community.dynamics.com/365/f/dynamics-365-general-forum/401058/generate-a-case-when-receiving-an-email

Please mark this as closed as well.

Best Regards

PG

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