How Dynamics CRM Report Scheduler Works for You (Even When You’re Not Working)

Work 365 announced the launch of a new add-on for Dynamics CRM called ‘ Email to Case Automation ’ that enables automatic generation of support cases in CRM from emails. Email to Case Automation add-on for Microsoft Dynamics CRM allows companies that provide email based support to automatically create cases in CRM and route them to the appropriate support representatives. Once you install Email to Case Automation, a case is created in CRM and linked to the relevant customer automatically. It provides auto-response features with new case and support details based on the email template configured. Email To Case Add-on improves productivity by saving manual efforts and also improves the service experience with quicker response time. With Email to Case Automation add-on, you can, Manage customer issues in an efficient and reliable manner Increase Agent productivity Increase ROI by reducing number of clicks per response Prevent Email spam in your case l...

We use Cases in Microsoft Dynamics  365  CRM to track issues or problems that need resolution. When a constituent sends an email to support mailbox (to an address you designate), Work 365  Email to Case Automation  add-on  automatically creates a Case in CRM and auto- po p ulates  Case fields from email body.  To understand the business benefits and the  high - level  process flow for Email to Case Automation, please refer my earlier blog " Microsoft Dynamics 365 CRM Service Automation - Email to Case ".     While Email to Case is pretty awesome, there are few downsides that you may come across over a period of time. This blog provides an overview of various features and functionalities that have been added to overcome these gaps and pitfalls based on experience with our customers.     The  functionalit y  has been broken down into following sections:     Case Exclusion Settings   ...