Converting Email activity to case using workflow in MS CRM 2011 RRS feed

  • Question

  • Hi ,

    I have a requirement to create case when ever  an email comes to my queue.  So I created a workflow and while mapping fields from email to case record I am getting "Regarding" field fro "Customer" field. and because of this the workflow is not triggering. It shows the status as "waiting". But here we need to set contact  name. How to do this?

    Krishn Prasad Shetty

    Thursday, April 18, 2013 3:51 PM


All replies

  • Hello,

    I believe that you would not achieve your goal without development. You should try to develop custom workflow activity that will do conversion. In this case you will have possibility to validate input.

    Freelance Developer for Dynamics CRM 4.0/2011

    Thursday, April 18, 2013 4:24 PM
  • I believe custom workflow would suit in your case.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Yogesh Vijay Mulay

    Friday, April 19, 2013 4:08 AM
  • Thanks Andrii.

    Krishn Prasad Shetty

    Friday, April 19, 2013 10:38 AM
  • Hi you are choosing wrong attributes Look for. Case and Customer(Account) or Contact except {Regarding(E-mail)} it should be like {Customer(Case)}
    Friday, June 26, 2015 6:55 AM