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.

Email2Record: Dynamics data import

av datom GmbH