Manually Map a Contact in Power Automate

InogicDyn365CE2 years ago6 Views


Introduction:

Service Provider companies manage cases to provide support or service to customers with resolution to the incident reported by the customer. With the help of automatic record creation and update rules, external source data can be captured to create Dataverse records which help to reduce manual efforts and improve the efficiency of service. For example, with incoming emails, a case record can be created automatically. This is very helpful when the team receives emails on large scale. To know more about automatic record creation and update rule, please refer this link.

Sometimes, it happens that Service Team may receive the emails from an unknown sender or from the sender who belongs to the Company (i.e. Account) present in the Dataverse but the sender (Contact) is not present in CRM. This situation can be managed by Service Team in two ways, either by creating contact automatically for the unknown sender or by mapping a contact in Power Automate.

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