Create a new case when email subject changes on prem
I would like the system automatically to create a new case when email subject changes. I found the MS official documentation, but it has been confirmed that Power Automate cannot be implemented in On-premises environment.
Current CRM Setup:
Version: D365 v9 On-Premises
Ability to Create an Activity Log for Selected Entity when user exports the data or search from Advance find
Currently CRM keeps the logs for Create/Update/Delete activities only. There is a need to keep track of export and advance search logs of a custom entity which contains PII data. it is needed to know who has accessed such data so that it can be shared with stake holder when asked.
Configuring conditions to the automatic reply email configured in Automatically create or update records
In ARC, step 3: additional actions to take after matching with a condition, there is a feature to automatically reply all the email. This function will auto reply to any cases has been created from step 2. Is there any way to access the process which is sending the email and add a condition to...
Emails initiated from a CRM should automatically be records within the CRM
I'm submitting an idea on behalf of my customer for Dynamics365 Contact Centre (the solution is not on the list so I choose Customer Service instead).
Within D365 Contact Centre, when looking up a contact and when clicking on the Email symbol, a user expects that this will create an Emai...
Trucate table button
Customers often face business requirements involving large-scale data migration and batch deletion, especially when dealing with substantial datasets (e.g., 10 to 20 million records). Configuring SSIS (SQL Server Integration Services) for such purging tasks can be complex and time-consuming. T...
Record Creation Rules Email to Case
In CRM when customer sends an email to shared mailbox and internal users in BCC/To/CC sometimes those emails are not receiving to Activity monitor and due to these the case creation is not happening. We are experiencing these issues in CRM, please suggest the reasons or fix the behaviour in up...
Ability to create a case if email was forward from a tracked conversation
Hi all,
we've come across a situation where the team uses d365 for outlook add-in to set the regarding to an entity. If that email conversation is then forwarded to a queue to create a case, it doesn't get created because it's already associated with another entity, the ARC ru...
ARC(automatic record creation) conditional builder shjould heve an option to update 'Record to Create' value and option to remove/unlink associated power automate.
Issue: On a new ARC(automatic record creation) conditional builder, there is no option to update 'Record to Create' value or to remove/unlink associated power automate.
Description: In a new interface for automatic record creation, system does...
Creation email for every queue
When someone sends one email with more than one recipient and those email addresses are assigned to different queues in CRM then create different email records in every queue so that every team can work individually on their own mail/record.
A working mode, when emails should not be attached to resolved cases
Our users complained about incoming emails are attached to resolved cases, because users are not checking closed cases, they want that an answer on a closed case should always generate a new case, which will be visible for the users.
MS Support informed us that "When a new email in-reply...