[email-IV] Automatic Record Creation Rules actions

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

[email-III] Automatic Record Creation Rules intro

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

[email-II] Creating contacts

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

Using “EWS Editor” to fix “Dynamics 365 App for Outlook” issues

This article describes how to use the EWS Editor for Dynamics 365 utility to resolve Dynamics 365 App for Outlook issues. This post is a continuation of my previous article where I listed several checks to fix deployment issues with the Dynamics Outlook App. EWS Editor was originally created to demonstrate the capabilities of the Exchange Web … Continue reading Using “EWS Editor” to fix “Dynamics 365 App for Outlook” issues

Fixing Dynamics Outlook App deployment issues

This article describes several options to resolve issues when deploying the new Dynamics 365 Outlook App but the user cannot see the Dynamics add-in in his/her Outlook. One of the most challenging errors that we have found so far was this one: ExchangeError:UnknownIncomingEmailIntegrationError See below more details regarding the same, but before that, I'll first … Continue reading Fixing Dynamics Outlook App deployment issues