Dynamics Community Forum Thread Details

Import data into field from email template

Hi, I am a web developer working with an organisation that uses Microsoft Dynamics and I am trying to find a solution for our requirements. I've tried to look for solutions but I could not find any - I would really appreciate any pointers from the community.

We have a landing page with a webform which collects data. We want to import those datasets into the CRM.

With Zoho and other CRMs, it's pretty easy to set up a template where if an email formatted in a specific manner is sent to a specific email address, the CRM imports directly the data into the fields.

For example - if i setup the email template in the CRM to receive:

[Name:[field_name]]
[Email:[field_email]]
[Phone:[field_phone]]

And I set up the same exact template on form submission email level, It will actually be sent as:

[Name:Jane]
[Email:jane@hotmail.com]
[Phone:010101010101]

And received by the CRM in a way that Jane, jane@hotmail.com and 010101010101 get added into the fields directly in the CRM.

Is it possible to do something similar with Microsoft Dynamics?

We are looking at a simple way to integrating external webform submissions into the CRM data, without having to go through an API integration or embedding MD forms, and this has been a solid and quick solution to setup if the CRM allows it.

Really looking forward to hearing from you.

Hi marameodesign,

A few options come to mind. The trigger for all would be the inbound email.

1. Could MAYBE do a automatic record creation rule for this (or if this exists anymore for online). Not sure if you can parse out individual elements of the email body there.

2. Custom C# plugin. It sound's hard, but this is a pretty basic use case. Would be pretty simple to set up, if you already know D365 CE plugins.

3. Use a Flow. This would be my recommendation. Triggered on the email record creation per docs.microsoft.com/.../connection-cds and then a function to parse what you want as a string per the solution to this post: powerusers.microsoft.com/.../149743 or maybe do the parsing with a slightly more elegant data type.

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