Email-To-Case

Email to Case
For Microsoft Dynamics CRM

Overview

Email to case will monitor all inbound mails in one or more Microsoft Dynamics CRM queues converting them in to Service Cases. Email to Case helps the user or the Resources to implement the email based service or support without overloading them with day to day additional data entry.

How does Email to Case Work? What is the Flow?
  • Client / Customer sends email to queue alias e.g. info@domain.com or Support@domain.com
  • Microsoft Dynamics CRM connector receives email and creates CRM email activity
  • User can predefine in which queue case will be placed
  • CRM email activity is placed in the CRM queue as a queue item
  • Attachments to the email are saved in to the CRM in Notes & Activities
  • Attaching the email if it comes with same case number in the case.
  • Cases based on emails from unresolved senders are linked to a default Contact or Account
  • Newly created Case is placed in the queue to which the email was sent
  • Customer is notified by email that a new Case has been created
  • Email To Case links CRM email Activity to the newly created Case and deletes the queue item
  • Case is linked to either the email senders Contact or Account record based on an administrator set option
  • Email notification is sent to the user when case is reopened
User Experiences

1st year maintenance included with email-based or Live Web Installation and Use support. Annual 25% maintenance for future feature editions, upgrades, and support.
Partner NFR program, OEM, and custom development available from MTC to support unique needs

Screenshots
Email to Case   Screenshots
MTC's CRM product licensing includes at no-charge a maximum of 2 non-production instance of CRM for the purposes of Development and Staging/Test. Provide these additional CRM Organization names by email to SalesTeam@mtccrm.com
Document
Download
Trial or production license request:
License Email Sales Help
Note - Unzip Downloaded file before upload to CRM
Full info - Company email signature pane identifying requester and company is required to receive license
Pricing
Base Per CRM Organization
+ Per CRM Licenced/Enabled User
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