[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

[email-I] A common mailbox

One of the most common requirements I have seen in business applications projects is the ability to receive and send emails directly from the main customer management system (e.g. CRM). A simple solution for this is to use Server-Side Sync to integrate Microsoft Exchange mailboxes with Dynamics 365 / Microsoft Dataverse. By the way, this … Continue reading [email-I] A common mailbox

My Apps, My Account

Microsoft is bringing a new experience around the users apps and the work account information on July 20th 2020, when all users will be automatically switched over. In this article you will learn about the new URLs and their look & feel. My Apps Old URL https://account.activedirectory.windowsazure.com/r#/applications New URL https://myapplications.microsoft.com https://docs.microsoft.com/en-us/azure/active-directory/user-help/my-apps-portal-end-user-access My Account Old URL … Continue reading My Apps, My Account