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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer Service forum

Change how an contact is found when cr receive a mail

(0) ShareShare
ReportReport
Posted on by

Hello. Anyone know if its possible to change how CE search for a contact when converting an email to and activity .? 

What i want to do is 1.  on queue a, search for contact with email xxx, 2. on queue b search for contact with email xxx and customertype = yyy

is this possible ?  

Categories:
I have the same question (0)
  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    there are various was to find the recor din Dynamics 365. You can refer the below link for all the available options. You can simply type in the email address in either the global search which is available at the top or a quick find avialble on contact home page grid.

    crmbook.powerobjects.com/.../searching-crm

    Hope this helps.

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

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Customer Service

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans