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Microsoft Dynamics CRM (Archived)

Ability to create a case from an email?

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Is there a way for an incoming email to automatically create a case in Dynamics CRM 2011 on prem?

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  • Verified answer
    Mamatha Swamy Profile Picture
    5,426 on at

    Adam,

    You can use a button or custom workflow activity or even plugins to do this.

    Samples:

    andreaswijayablog.blogspot.com/.../crm-2011-convert-activity-to-case.html

    ashwaniashwin.wordpress.com/.../microsoft-dynamics-crm-2011-plugin-to-create-case-on-incoming-email

    easyplugins.codeplex.com/.../446024

    CRM 2013 has this as a built-in feature. So, if you have are planning to update CRM in near future then consider postponing this requirement until then.

    Hope this helps!

  • Verified answer
    Royal King Profile Picture
    27,686 on at

    There is a tool in codeplex that will automatically convert email to case.It has more options check it and i think it will work better in your case.

    crmqueuemanager.codeplex.com

  • Community Member Profile Picture
    on at

    Thanks guys, I'll look at the tool that Chitra provided the link to, and if I am unsuccessful in configuring that, I will switch it up to workflows etc.

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