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JabbarCRM
Level: Powered On

Create case record in Dynamics 365 when receives an email to specific email Address

Hi All,

I have scenario that Whenever an email comes to specific email address then Case Record should be created in Dynamics 365 wherein that record should have some data in it's fields such as 1) Origin field should be as Email 2) Subject field Should have Technical>Support>Licence 3)if that Email has any attachments then it should be related with that specific case record or Convert to whole Email into as PDF and then attach it to that specific case record.
4)In description field should have link to that attachment and that attachment should be added as Note to that case record as well.

Looking forward to hear from you all
2 ACCEPTED SOLUTIONS

Accepted Solutions
Community Support Team
Community Support Team

Re: Create case record in Dynamics 365 when receives an email to specific email Address

 

Hi @JabbarCRM ,

 

It's worth noting that if you want to configure Create Record, you must first specify the entity. You can't use the dynamically changing value to configure the Entity Name.

I will use the Account entity to illustrate the basic configuration of Flow.

 

  • Use When a new email arrives (V3) as the trigger and set Include Attachments to Yes.
  • Use the Create record action to create a new record in the specified entity.
  • Then add the attachment in the Note entity, the most important thing is to fill the record id of the specified entity in the Regarding field. In addition, the Attachment Content and the Attachment Name are populated in the Document and File name respectively.

Image reference:

102.PNG

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Highlighted
Community Support Team
Community Support Team

Re: Create case record in Dynamics 365 when receives an email to specific email Address

 

Hi @JabbarCRM ,

 

Restore the Flow configuration to the state of today's first error "It shows this error but in OneDrive that file is completely fine".

Then try to configure the Document field with the following expression:

124.PNG

body('Convert_file').$content

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

8 REPLIES 8
Community Support Team
Community Support Team

Re: Create case record in Dynamics 365 when receives an email to specific email Address

 

Hi @JabbarCRM ,

 

It's worth noting that if you want to configure Create Record, you must first specify the entity. You can't use the dynamically changing value to configure the Entity Name.

I will use the Account entity to illustrate the basic configuration of Flow.

 

  • Use When a new email arrives (V3) as the trigger and set Include Attachments to Yes.
  • Use the Create record action to create a new record in the specified entity.
  • Then add the attachment in the Note entity, the most important thing is to fill the record id of the specified entity in the Regarding field. In addition, the Attachment Content and the Attachment Name are populated in the Document and File name respectively.

Image reference:

102.PNG

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

JabbarCRM
Level: Powered On

Re: Create case record in Dynamics 365 when receives an email to specific email Address

Hi,

Here is the scenario of mine wherein i want

1.Whenever an email comes without any attachments
2.Converting the whole email as PDF format.
3.Create Case Record in Dynamics 365 and then Create Notes Entity's record which will have that PDF document along with point to this newly created case record.

But i am stuck that what to be provided in field of Notes Entity's i.e "Document" where it asks for Content of the file so i did try to add the "Id of that PDF file" so everything runs fine but as soon as i open that newly created case record and then go to it's Notes section as soon as i click then i get this below error.


Could you let me know that how it should be done ?

Looking forward to hear from you as soon as possible.



 

 

 

 

1.JPG1st step2.JPG2nd step3.JPG3rd step4.JPGlast step

 

 

 

05.JPGWhen that attchments gets clicked5.JPGIt shows this error but in OneDrive that file is completely fine

Community Support Team
Community Support Team

Re: Create case record in Dynamics 365 when receives an email to specific email Address

 

Hi @JabbarCRM ,

 

You first try to directly configure the File name and File content output from the Convert file action in the Document and File Name fields.

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
JabbarCRM
Level: Powered On

Re: Create case record in Dynamics 365 when receives an email to specific email Address

I get this issue when I try to add the "File Content" And "File Name" from "Converted Action".

What value need to be provided, I could not understand this one therefore I went to create a new file as pdf after conversion into another folder and then tried to obtain that file's identifier.

 

 

6.JPG7.JPG

Community Support Team
Community Support Team

Re: Create case record in Dynamics 365 when receives an email to specific email Address

 

Hi @JabbarCRM ,

 

Have you tried to use Get file content action to get the file content of the file created by Create file 2 action?

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
JabbarCRM
Level: Powered On

Re: Create case record in Dynamics 365 when receives an email to specific email Address

Hi,

I have tried this one as well however getting the same error that "Value must be provided"

Looking forward to hear from you.

Highlighted
Community Support Team
Community Support Team

Re: Create case record in Dynamics 365 when receives an email to specific email Address

 

Hi @JabbarCRM ,

 

Restore the Flow configuration to the state of today's first error "It shows this error but in OneDrive that file is completely fine".

Then try to configure the Document field with the following expression:

124.PNG

body('Convert_file').$content

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

JabbarCRM
Level: Powered On

Re: Create case record in Dynamics 365 when receives an email to specific email Address

Hi @v-bacao-msft ,

I am not able to think that how should I say "Thank You So Much". however I would like you to keep helping the people like me.

My Almighty God Always Keep You happy & Cheerful.

😊

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