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Email2Record: Dynamics data import

datom GmbH

Universal interface for importing and updating records in Dynamics 365.

Email2Record is a solution that enables you to import or update records in Dynamics 365 by creating emails. Typical methods include e-mail queuing, e-mail tracking, or e-mail authoring in Dynamics. Most common use cases are the connection of web-based contact forms or event registrations to Dynamics 365 for the automated creation of leads, contacts or accounts. Apart from that, every smtp-based application can serve as an import source for Email2Record.

How it works:

  1. Everytime an email is created in Dynamics 365 the app checks if an action should be performed.
  2. If there is a match with your individual configuration, the app uses the duplicate detection to decide whether to update an existing record or to create a new one.
  3. If there is a set of 1:n relations given in the email, all the child records will be connected to the parent record.

Configuration:

  1. Define a condition for the trigger
  2. Create a mapping from email keys to Dynamics 365 fields
  3. Specify the entityrelations
  4. Select the updatebehavior (keep/override)
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