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Jun16

Written by:John Tounoussidis
6/16/2009 10:00 AM 

If you have QoS-IT installed on your Microsoft CRM then you already have the Email To Case component installed. This guide will show you have to make use of the component in your CRM through a workflow.

image

  1. In Microsoft CRM click on the settings area
  2. Click the Workflows item in the left menu.
  3. Click New to create a new workflow.

    image
     
  4. Enter a meaningful name for the Workflow. Eg. Email To Case
  5. Select the Email Entity
  6. Click OK

    image
     
  7. Click Add Step menu
    a. Click the Check Condition Item.
    This condition will allow us to make sure that the component only runs when the email is for the queue.

    image
     
  8. Enter a name for this condition
  9. Click this link to specify the criteria\condition.

    image
     
  10. Enter the condition like the image above where “QOSIT” is the queue you want to process.
  11. Click Save and Close
  12. You will see that the condition has been updated to your selection
  13. Click on the text that says “Select this row and click Add Step” to highlight it.

    image
     
  14. Click the Add Step menu
    a. Click QoS-IT submenu
    b. Click EmailToCase

    image
     
  15. Enter a description for the component
  16. Click Properties
  17. In the dialog that appears select true and click Save and Close
  18. That concludes the actual configuration. All that is left is to publish the rule to your server by clicking the Publish button on the toolbar.

Test your workflow by sending an email to your queue and see if a case is created automatically.

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