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mpesant
Level: Powered On

Email To Case

Hi Everyone,

 

I'm new to D365 and Flow but I understand the basic,,, However, I'm stuck on a problem...

I want a process in place that when I send an email to a specific Email address, that it generates a case in it's appropriated Queue. 

 

I went to Flow and created a trigger of "when a new email arrives" to perform "Dynamic" Create a new record.

 

Dynamic Flow.png

 

I've entered  very basic stuff like " Case Title " and once I run the test, it tells me I need to specify a parent ticket so I did specify an account of my name and now it says "Bad Syntax error".

 

I'm sort of stuck there...

 

1st :  I can't get it to work

2nd : I do not see any Queue listed in the Dynamic Action sub menu... 

 

Can anyone help me ?

 

1 ACCEPTED SOLUTION

Accepted Solutions
Dual Super User
Dual Super User

Re: Email To Case

Hey @mpesant 

 

The way the case entity works is, you need to assign a customer as a parent to that record to the case entity. And since the customer is basically a contact / account and will be lookups for this one, you need to get the GUID for that particular account or contact. For example, you can see the flow below: 

 

ffe.PNG

 

Here, I am first creating a contact record and providing that as a customer to the case. 

 

Hope this Helps!

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

View solution in original post

2 REPLIES 2
Dual Super User
Dual Super User

Re: Email To Case

Hey @mpesant 

 

The way the case entity works is, you need to assign a customer as a parent to that record to the case entity. And since the customer is basically a contact / account and will be lookups for this one, you need to get the GUID for that particular account or contact. For example, you can see the flow below: 

 

ffe.PNG

 

Here, I am first creating a contact record and providing that as a customer to the case. 

 

Hope this Helps!

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

View solution in original post

mpesant
Level: Powered On

Re: Email To Case

Fast, Quick and amazing screenshot post. That was easy 😉 

 

Thanks Alot. 

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