Notifications
Announcements
No record found.
Hello,
Can anyone please explain the concept of Out Of Box entity? I want to auto create a case on create of email(Out of box) using Plugin.
Thanks for any help.
*This post is locked for comments
Out Of Box entity is an entity that comes pre-configured with the system. These are such as account, contact, lead, email or case.
Regarding using a plugin to create a case out of an email, that is of course possible, but it might be something that you can do without code "Out of the box".
Take a look at this article:
www.microsoft.com/.../automatically-create-a-case-from-an-email-customer-service.aspx
This was introduced in CRM 2013 SP1.
Thanks for the reply Sr. But what if i want to achieve it using plugin ?
Create a Plugin on your Email the Create Message of the Email Entity.
Something like this:
Entity case = new Entity("incident");
// Enter attributes that you want her from the case entity
case["description"] = description;
//Capture the id of the complaint, we will need this in a moment
Guid caseId = service.Create(case);
// If you need to retrieve the ticket number after the case is created, you will need to call the retrieve method on the case (incident) entity.
Hi,
I would suggest you to go through the documentation on pplugins and follow some basic sample plugins available in SDK.
Once you are familiar with the concept of plugins, you can then create your own plugin on create on email to create case based on the code provided above by Aric.
crmbook.powerobjects.com/.../plug-ins
msdn.microsoft.com/.../gg594416.aspx
msdn.microsoft.com/.../gg328490.aspx
Hope this helps.
Sir,
"case["description"] = description;" Can you please explain this?
"case["description"] = description;" - this statement sets the description of the case being created. Here you need to replace the value you want to store in the description field of case.
Considering your example (create case on email create), you might want to set the description of the email as the description of the case.
This is just an example.
You can set the description attribute of the Case entity to whatever value you have in the description field. This can be the actual description (message) that you had from the email entity.
You would read the description field of the email entity and store that in the Case (incident) entity,
Thanx to both of you! It worked.
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
SA-08121319-0 4
Calum MacFarlane 4
Alex Fun Wei Jie 2
