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.
Here, we will go…
Source link
More About This Author
-
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.
Array
Dyn365CE19 April 2024Transforming Business Travel with maps integrated within Dynamics 365 CRM
Dyn365CE19 April 2024CRM User Adoption Simplified: A Guide to Using Dynamics 365’s User Adoption Monitor
Dyn365CE18 April 2024Refresh Dynamics 365 CRM Subgrid from Embedded Canvas App
Dyn365CE17 April 2024The Lumberyard Revolution: How LMC Leverages Maps within Dynamics 365 to Deliver Forest Products Faster!
