In previous posts I talked about Automatic Record Creation (ARC) Rules, which can be very useful, for example, to create cases from emails. In 2020 release wave 2, an new utility was introduced to monitor these rules: Activity Monitor. You can find this utility in Customer Service Hub > Service Management > Case Settings > … Continue reading Enable ARC Rules Activity Monitor
In my previous post, I introduced the new Automatic Record Creation rules in the Customer Service Hub app. In this new post, I'm going to expand this topic to use conditions and actions. This will allow us really to generate other records and I'll show you an example to group emails by case. I have … Continue reading [email-IV] Automatic Record Creation Rules actions
In my previous posts, I described how to create a common mailbox and handle the creation of contacts. In this new article, I´m going to introduce the Automatic Record Creation rules and some of their latest features. Automatic Record Creation Rules have been a useful tool to enable non-developers to create business rules around emails … Continue reading [email-III] Automatic Record Creation Rules intro
In my previous post, I explained how we could receive and manage emails within Dynamics 365 using a shared mailbox linked to a queue. When emails are received from unknown senders, by default, a new contact gets created. Unknow means that there is not a record in the system with the same email address. "Contact" … Continue reading [email-II] Creating contacts
The Dynamics 365 Category entity has certain peculiarities, like it doesn't have a state and status attributes as many other entities in Dynamics 365 and the Common Data Service. In this article I'll describe how to create your own custom Category Status and lock the attributes in the form accordingly. Dynamics 365 Category entity doesn't … Continue reading Where is my Category status?