https://store-images.s-microsoft.com/image/apps.23164.8e29872b-6f86-47ea-93d7-ebb1754efcab.66b90cb6-0c09-42ed-aeb5-9d44967dd21f.3f7b9a01-b4c7-4ddf-ae45-930d494fcbf3
Email2Record: Dynamics data import
Автор: datom GmbH
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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:
- Everytime an email is created in Dynamics 365 the app checks if an action should be performed.
- 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.
- 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:
- Define a condition for the trigger
- Create a mapping from email keys to Dynamics 365 fields
- Specify the entityrelations
- Select the updatebehavior (keep/override)
Benefits and Features:
- Import data from almost any e-mail sending system
- Dynamics System uses its own duplication detection and defined rules
- Create records in almost any entity.
- Records are automatically linked together.
- Updates existing data.
If you have suggestions for other features you’d like to see in this solution, please don’t hesitate to contact us.
Быстрый обзор
https://store-images.s-microsoft.com/image/apps.6876.8e29872b-6f86-47ea-93d7-ebb1754efcab.46d6f872-db0d-44e3-97df-9934ad1f5cc6.ca3cdb37-17ab-433c-94c4-757ad37632ba
https://store-images.s-microsoft.com/image/apps.40978.8e29872b-6f86-47ea-93d7-ebb1754efcab.8691e8d2-7460-40cf-8a37-5fa790381cbe.f54a1b7c-b3d9-46e1-9e2a-175fca8e2b48
https://store-images.s-microsoft.com/image/apps.29356.8e29872b-6f86-47ea-93d7-ebb1754efcab.8691e8d2-7460-40cf-8a37-5fa790381cbe.3d6b146a-2096-4ecd-ad82-348a114429b4
https://store-images.s-microsoft.com/image/apps.14474.8e29872b-6f86-47ea-93d7-ebb1754efcab.8691e8d2-7460-40cf-8a37-5fa790381cbe.47321269-caf5-4765-b41f-e1d6d0bf4ed9
https://store-images.s-microsoft.com/image/apps.18462.8e29872b-6f86-47ea-93d7-ebb1754efcab.8691e8d2-7460-40cf-8a37-5fa790381cbe.1ccb5595-8b59-48b7-be97-2acbb970b405
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