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Email to Case identifier in Case RRS feed

  • Question

  • Hi All,

    Need your help.

    I am looking to identify the cases which are created from an email using email to case functionality (manually or automated) in Online CRM 365. 

    Is there any field in case which gets updated or referenced if created/converted from an email? I understand there will be a closed email activity in case but its difficult to pick it in advanced find or to identify such cases in workflow. 

    Please let me know your thought.

    Thank you in advance. 


    Chandan - http://mscrm-chandan.blogspot.in/ I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful !!!


    Wednesday, October 25, 2017 3:30 PM

Answers

  • Thank you for your response/help !!!
    I didn't find any OOB way of doing it. So i switched to plugin. I wrote a plugin on create of Case and looked for any associated activity (based on regarding object), if any then flag the case for ActivityToCase and update the email/phone call/task (custom) lookup in case to identify source activity for reporting/advanced find.

    Chandan - http://mscrm-chandan.blogspot.in/ I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful !!!

    Monday, November 13, 2017 3:05 PM

All replies

  • Hello,

    AFAIK this information is not stored anywhere.


    Dynamics CRM/Business Solutions MVP
    Read My blog

    Wednesday, October 25, 2017 7:11 PM
    Moderator
  • Hi Chandan, 

    I am not sur of my answer because I have no experience with email to case functionality.

    Is it possible that when the value of the "subject" field is "auto created", the case has been created from a mail ? ( https://www.preact.co.uk/blog/microsoft-dynamics-crm-automatic-case-creation ) 

    Kr,

    Moh

    Thursday, October 26, 2017 9:59 AM
  • Thank you for your response/help !!!
    I didn't find any OOB way of doing it. So i switched to plugin. I wrote a plugin on create of Case and looked for any associated activity (based on regarding object), if any then flag the case for ActivityToCase and update the email/phone call/task (custom) lookup in case to identify source activity for reporting/advanced find.

    Chandan - http://mscrm-chandan.blogspot.in/ I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful !!!

    Monday, November 13, 2017 3:05 PM