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Microsoft Dynamics CRM (Archived)

Smart matching - how does it work for same e-mail subjects?

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Hi all,

I have 2 questions about smart matching in CRM 2013

1) We have a customer who has clients which would often send an e-mail every month to the queue which generates a case in CRM. I am led to believe that the smart matching uses the subject line, sender and receiver to match and append e-mails to existing cases if possible. However our customer often gets the next e-mail, 1 month later, with the same subject line. So xyz@xyz.com sends an e-mail to abc@abc.com with subject 'timesheet' and gets an auto-reply (with tracking token) and one month later xyz@xyz.com send an e-mail to abc@abc.com with subject 'timesheet' again. Will this be appended to the query  created from the first e-mail as it has the same subject, sender and receiver?

2) We use smart matching AND a tracking token at the moment. In the example above, is the "tracking token" in the e-mail subject line also used as a 'keyword' when smartmatching analyses the subject line? If not, we may have to take off smart matching and keep the tracking token, to ensure e-mails aren't appended to existing cases incorrectly.

Thanks

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  • Community Member Profile Picture
    on at
    RE: Smart matching - how does it work for same e-mail subjects?

    Thanks - I have since been testing and can see that we will need to turn off smart matching both for practical reasons and to lessen the fear of our users! Thank you for your quick reply

  • Verified answer
    Community Member Profile Picture
    on at
    RE: Smart matching - how does it work for same e-mail subjects?

    My understanding is that tracking tokens are simply used as one of the keywords that serve to make the subject line unique, and are not processed separately in a special way.

    Note that if your original incoming email is tracked and then set as regarding a [new] Case, then the next incoming one will match that subject and could be mis-tracked to the old Case.

    It sounds like you need to do some rigorous testing, but turning off Smart Matching might be necessary in this situation.

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