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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.
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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.
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