Automatic Record Create D365 CE
About the Author: Manish Luhana
Microsoft business applications specialist and certified trainer.
Categories: Customer Engagement, Dynamics 3650 CommentsPublished On: 12 January 2022

record-create

Automatic record generating snapshots for Customer Service. Making a case with an email address.

customer-service-automatic-record

Create and update records automatically.

update-step

Choose Email as the activity type and Support Queue as the queue.

save-and-open-power-automate

Include a rule item.

add-rule-item

As the subject contains a problem, add a condition row.

add-condition-row

For action, save and open power automate.

record-create

power to automate defined actions

power-automate-actions-defined

turn on the rule “create”

activate-create-rule

Send an email and run some tests.

sending-email

I hope this information is useful.

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