Auto-Create Contact from Unknown Sender & then intelligently set the parent Account based on email domain match when using @ZapObjects Helpdesk- Email-to-Case App for #MSDyn365 for Customer Service CRM

When using out-of-box email-to-case, if you have checked the setting “Create records from email for unknown senders” then a new contact is created in CRM automatically when an email is received from unknown sender. However the contact’s parent account field (company) is not set.

In an ideal scenario we would have liked some intelligent automation here…something like:
If an email is received from unknown sender e.g. Smith Jones <smith.jones@target.com> then:
=> Create New Contact record
=> And also automatically link this newly created contact to Account record: “Target Corporation”

Basically the system should search for any other contact with same domain (target.com) and then extract the primary account (Target Corporation)…and link this newly created contact to this account!
=> Further (if possible)… also set the contact “Owner” as the linked account “Owner”!!

Wouldn’t it be great if system could do all this?

Yes, and that’s why we have added this as a feature in our latest version of Zap Helpdesk – Email to Case App.

Out-of-box Email-to-Case is very basic in terms of functionality and far too complicated to setup… Zap Helpdesk – Email to Case App provides the most comprehensive Helpdesk Solution for Dynamics 365 for Customer Service.

To see full feature comparison and take your free trial, refer Helpdesk app features page: https://zapobjects.com/apps/zap-helpdesk/

Feel free to email support@zapobjects.com if you have any questions.

New Updates from Zap Objects (Jan 2019):

1. Our Next App: Zap Attachment Mover – is scheduled to be released in Feb 2019

Zap Attachment Mover App automatically moves all Dynamics 365 CRM attachments from emails as well as notes to either SharePoint or Azure blob storage based on configured rules. Never worry about expensive Dynamics 365 Storage again!

2. Zap Objects has now introduced “All-in-One” annual subscription plan:

This plan covers licenses for all Dynamics 365 CRM Apps provided by Zap Objects. For more details regarding plan benefits and coverage, refer: https://zapobjects.com/product/zap-all-in-one-annual-subscription/

(We will also be adding license for our next App: Zap Attachment Mover under this combo plan. However there would be certain additional charges for Azure service incurred for this app)

For any questions, email sales@zapobjects.com.

2019-01-15T21:14:59+00:00