Solved

Populate Dynamics CRM Case Description with Email Body

Posted on 2016-11-15
8
29 Views
Last Modified: 2016-11-28
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.
0
Comment
Question by:KMCO
  • 4
  • 4
8 Comments
 
LVL 19

Expert Comment

by:Rikin Shah
ID: 41889320
missing screen shot here... is the current solution OOB?
0
 

Author Comment

by:KMCO
ID: 41889653
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. CaseExample.PNG
0
 
LVL 19

Expert Comment

by:Rikin Shah
ID: 41889851
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.
0
 

Author Comment

by:KMCO
ID: 41895888
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!
0
Find Ransomware Secrets With All-Source Analysis

Ransomware has become a major concern for organizations; its prevalence has grown due to past successes achieved by threat actors. While each ransomware variant is different, we’ve seen some common tactics and trends used among the authors of the malware.

 
LVL 19

Expert Comment

by:Rikin Shah
ID: 41896020
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!
0
 

Author Comment

by:KMCO
ID: 41904149
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.
0
 
LVL 19

Accepted Solution

by:
Rikin Shah earned 500 total points
ID: 41904195
Hi,

You can search through Advanced Find for any text in description.
0
 

Author Closing Comment

by:KMCO
ID: 41904361
Rikin, thank you so much for your assistance with my issues regarding automatic case creation and advanced searching. I am a novice with CRM, and this greatly helped. Enjoy the holidays!
0

Featured Post

6 Surprising Benefits of Threat Intelligence

All sorts of threat intelligence is available on the web. Intelligence you can learn from, and use to anticipate and prepare for future attacks.

Join & Write a Comment

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…
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
Excel styles will make formatting consistent and let you apply and change formatting faster. In this tutorial, you'll learn how to use Excel's built-in styles, how to modify styles, and how to create your own. You'll also learn how to use your custo…
When you create an app prototype with Adobe XD, you can insert system screens -- sharing or Control Center, for example -- with just a few clicks. This video shows you how. You can take the full course on Experts Exchange at http://bit.ly/XDcourse.

760 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

21 Experts available now in Live!

Get 1:1 Help Now