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Microsoft Dynamics CRM (Archived)

Case not auto created when using Route button from queue item list to route email to Orders queue in Dynamic 365

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Posted on by 65

I have a requirement to Auto create Cases using OOB Route button in CRM when routing an email to an Specific Queue . 

I have tried to Implement Routing rule set but its working in terms to Route to the Queue but not creating any case .

Please find the screenshots below and share your comments  .

Route-Button.PNG

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  • Verified answer
    Alok Singh Profile Picture
    910 on at

    Hi ,

    The OOB route button is only to put record into a queue not for record creation.

    You can use ' Auto Record creation and update rule' under Setting------>Service Management, to set auto convert an email into case once email received into CRM.

    To view those emails into a queue, you need to configure a queue & mailbox with incoming email id. This will allow to view the list of email received into a queue and each email has been converted into a case.

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