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Is there a way OOB to automatically create a work order when an email is forwarded to a specific email address? Also, if fields can be pre-populated based on the data in the email body (the email is a template that doesn't change). An idea I have is to auto-create a case, but not sure if data mapping is available from the email body and if an additional step can be added to auto-convert the case to work order after it's created.
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Hi,
1. Is there a way OOB to automatically create a work order when an email is forwarded to a specific email address?
- you can make use the feature called "Automatic Record Creation and Update Rules" .
- you dont have to create a case.
- refer below article.
docs.microsoft.com/.../set-up-rules-to-automatically-create-or-update-records
Hi..
In CRM you can create case from email automatically.. you need to write some code to create work order when case is created.. and you can read email and map data using code.. but there is not any out of box functionality.
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