Introduction
Microsoft’s Automated Record Creation (ARC) rule was added in the most recent edition. Its purpose is to generate or update systems or custom activities based on actions like emails, social media, or custom activities.
This feature’s primary goal was to identify occurrences and fix them, which made it easier for administrators to find emails or tasks that involved case conversions over the previous seven days and fix any problems.
Activity Monitor View was primarily intended to show the reasons for case generation failures or skips. With this update, administrators can now take prompt action and independently fix case-creation concerns by using the activity monitor view’s recommendations.
To automatically build cases from incoming emails, organizations utilize automatic record creation rules. Administrators use the activity monitor tool, for example, to identify and fix issues when an email fails to become a case.
The view’s easy discoverability makes it easier for…
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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