Create Dynamics CRM Leads from Emails with Microsoft Flow and Parserr

[Courtenay]

In this guide below, we'll show you how to fully automate the extraction of any customer information you receive on any email, and add it straight to Dynamics CRM.

1. Signup for a free Parserr account

 

2. Once you have filled out your details, you should recieve an email which looks a litle like this:

3. Click on the confirmation link in the email and login with the details you provided previously. Once logged in you should be presented with the setup screen. Click the "Great. Lets get started" button

4. The next screen will provide you with your incoming email address. This address is where you will forward all your incoming inquiries that you wish to extract to Dynamics Crm. Go ahead and copy the email address provided. Then make sure to forward a valid inquiry or email you wish to extract and make a note of your unique Parserr inbox (eg. BSB8GEBA@mgparserr.com) as shown below

5. Once you have forwarded the email to the assigned email address (ending in mg.parserr.com), Parserr will detect the email and then ask you a few onboarding questions. These need to filled out properly for the easiest user experience. In our case we would like to extract our customer information from the body of the email:

6. Choose "Microsoft Flow"

7. Next choose "Microsoft Dynamics CRM"

8. Depending on your email, Parserr may be able to automatically set your rules up automatically. In the case below, Parserr has detected that there are some parts of the body that may be able to be auto-extracted. If you don't see this screen, not too worry, parsing rules are very simple to setup. Choose the rules you want to setup. If you arent sure if you want the rule, simply create it anyway. You can always delete it later. Click the "Yes, create the rules I have checked above" button.

9. Next, you will have the option to create further rules, or if you have no rules yet, an option to create a rules. Creating rules is really easy once you get the hang of it. The idea is to "chain" a number of steps together to extract the content you need. For instance in my rule for "First Name" above, the following steps happened:

a) Step 1: Get row containing text "First Name": This gets me the row in the body of the email that contains that phrase, First Name

b) Step 2: Search & replace: So simply remove the part, "First Name" so i can end up with the value that I need:

If you're confused about creating rules, watch this quick video here on exactly how to create a rule. Remember its about finding the content you need for each rule:

or try this one here:

10. Once you have your rules sorted, go have a look at your parsing results. You do this by clicking on "incoming emails" in the left navigation and click the small arrow icon to open your first email:

11. Now its time to jump into Microsoft Flow and connect Parserr to Dynamics CRM! Choose to create a new Flow and choose the Parserr connector and the trigger "Parserr - When an email is received". 

12. Next you will be prompted to add your username and password for parserr. Please use the same username and password as would when you login to Parserr.

13. If you are connected properly to Parserr, you will see your parserr email address appear in the trigger step. If you don't see a value, go back a step and try and reset your connection to Parserr:

14. Click "New step" and then click "Add an action" as shown below:

15. Choose "Dynamics CRM" from the searchable list, and "Create a new record"

16. You will need to authenticate to your Dynamics 365 CRM instance. Once authenticated, you will be able to select your organisation:

17. Choose an Entity type. FOr the purposes of the demo, we chose "Leads", but it could be any type of record you need to create:

 18 The interesting bit is using the Parserr fields as values for your new Lead. Of course whatever email arrives in Parserr, we want to extract and then automatically add to Dynamics CRM. Have a look at how easy that is below. As soon as we place our cursor in the "Last Name" property, an option comes up to automatically add our Parserr rule (dynamic content) in there:

Make sure then that you have a Parserr rule for every property you would like to populate in Dynamics Crm! Here is an example of how we add "Last Name" below:

 

 19. Once you have populated all the fields, click the "Save flow" button below. Now its time to send an email to Parserr and watch the magic of automation happen! Forward your new Lead email to your Parserr email (eg. BSB8GEBA@mg.parserr.com). Below I see the email as shown in Parserr:

 20. Microsoft Flow below shows a successful run, where an email has been sent to Parserr, lead information extracted and sent directly to Flow and onto Dynamics CRM. he magic of automation!

Parserr has a free account which allows you to test this integration up to 15 times per month. The steps above only need to be setup once, however the amount of time saved on data input alone is definitely worth the effort.