Power Platform, Dynamics 365, Azure and other experiences around Microsoft Technologies
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
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
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
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