Enable Your Employees To Focus On The Core With Intuitive Onscreen Guidance That is With You At The Moment of Need.
Course Of The Month
3 days, 14 hours left to enrollBecome a Premium Member and unlock a new, free course in leading technologies each month.
Solved
Populate Dynamics CRM Case Description with Email Body
Posted on 2016-11-15
I have an automatic case creation set in Microsoft Dynamics CRM Online 2016 to pull emails that arrive in a mailbox and use the data to create a case within CRM. Everything works great, however, I cannot find the correct syntax to select for displaying the email body in the description field of the case. The most obvious selections, {Email Message(Email)}, only display what's in the email's subject line. No email body to be found. I have this sense I am missing something profoundly simple and overthinking it. Can anyone help please? I have attached a screenshot for review.
[X]
Welcome to Experts Exchange
Add your voice to the tech community where 5M+ people just like you are talking about what matters.
- Help others & share knowledge
- Earn cash & points
- Learn & ask questions
4-
4
8 Comments
As far as I can tell, Rikin, it is out of box. It is basically a glorified mailing list according to those using it. Sorry the attachment didn't come through. I have inserted it into this comment. Thanks for taking a look. 
Active today
Hi,
You have taken Email.Message, have you tried with Email.Description? Also, any email body will be in HTML format, you will not get the email text directly in this case.
You have taken Email.Message, have you tried with Email.Description? Also, any email body will be in HTML format, you will not get the email text directly in this case.
Thank you very much for the information, Rikin. Sorry I did not respond immediately to your post from last week. I did not know that HTML will not be added to the description field. I appreciate you taking the time to assist me. Have a Happy Thanksgiving!
Active today
Hi,
I meant your email text will be added with HTML mark up to the note description. And users will not be able to figure the email text they have received.
Happy thanks giving!
I meant your email text will be added with HTML mark up to the note description. And users will not be able to figure the email text they have received.
Happy thanks giving!
Okay, then I will try to set it according to what you suggested. I have one more question regarding this. I have noticed that when there is text in the description field, I cannot search for it using the Search CRM data field. Is there any way possible to search through descriptions with the search function? Again, your assistance is greatly appreciated.
Featured Post
Improve and reinforce salesforce training & adoption using WalkMe's digital adoption platform. Start saving on costly employee training by creating fast intuitive Walk-Thrus for Salesforce. Claim your Free Account Now
Question has a verified solution.
If you are experiencing a similar issue, please ask a related question
This is a walkthrough guide I wrote whilst upgrading my on-premise MS Dynamics CRM 3.0 deployment to 4.0. This covers the actual installation of the product to a working level for my system, I ran into a lot of issues that the steps below fixed so h…
Having trouble getting your hands on Dynamics 365 Field Service or Project Service trial? Worry No More!!!
This is a high-level webinar that covers the history of enterprise open source database use. It addresses both the advantages companies see in using open source database technologies, as well as the fears and reservations they might have.
In this…
If you’ve ever visited a web page and noticed a cool font that you really liked the look of, but couldn’t figure out which font it was so that you could use it for your own work, then this video is for you!
In this Micro Tutorial, you'll learn yo…
- Microsoft Applications
- Windows 10
- Windows OS
- Fonts Typography
- Windows 7, Microsoft Word
Suggested Courses
Course of the Month3 days, 14 hours left to enroll
691 members asked questions and received personalized solutions in the past 7 days.
Join the community of 500,000 technology professionals and ask your questions.