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Automatic record creation and update rules in CRM 2016 RRS feed

  • Question

  • Hi All,

    I am currently attempting to create cases from emails when the emails arrive in the queue.

    However the Record Creation and Update rules are not working. When I check the workflows the condition for Dialog-ConversionScenario and Dialog-AllowPrimaryActionBlockRecordCreation are not being met and not going into the section to create and update.

    Any ideas of where these options are being set?

    Thanks

    Mandeep

    Wednesday, March 23, 2016 11:18 AM

All replies

  • Hi All,

    I managed to find the issue. I had selected only create cases if entitlements exists. I do not need entitlements on my accounts thus this field needs to be unticked.

    Thanks

    Wednesday, March 23, 2016 11:48 AM