Whenever we are working with cases in Microsoft Dynamics CRM there is always a need to automatically create cases based on defined business rules and from multiple channels like email, chat, etc. Many of us have already achieved this in earlier versions of Microsoft Dynamics CRM by creating Custom Workflows. There are many articles available on the web you can find that shows you how to do it. With the Spring ’14 Wave Update this can now be achieved with no knowledge of workflows and in less time. In the next section I will describe you on how to create automatic case creation rules.
To create automatic creation rules you will need to make sure that you have the correct permissions set within Microsoft Dynamics CRM and email routing or Service Side Sync is setup properly. Make sure your user profile contains either System Administrator, System Customizer or Customer Service Manager roles. A new tab called Service Management has been added which allows you to set specific permissions required to manage automatic creation rules for cases.
2. Create a Rule
Once you have taken care of pre-requisites then go to Settings [Microsoft Dynamics CRM => Settings] and under Settings you will see a new tab called Service Management especially to manage service related functions within Microsoft Dynamics CRM.
You will see many functions that are now available within Service Management including Automatic Case Creation Rules. Click on Automatic Creation Rules which will show you the list of existing rules. If you would like to edit existing rule then simply select the desired rule and click Edit on the command bar. To create a new rule click on the + New button on the command bar.
Now, it is time to fill in the information that is necessary to make the rule work. Let’s look at each of the attributes or fields on this rule form.
Name – Represents a unique name for the rule. In my example, I named it as Vehicle Claim by Email a combination of queue & channel.
Source Type – Either email or social monitoring which indicates the case to be created automatically from email or social messages. I have selected my source type to email.
Queue – Select the queue that is applicable to this rule. For my rule, I have selected Vehicle Claims Queue. Please note that if your source type is email then make sure the email address that we are using for this rule is specified in the selected queue otherwise a case will not be automatically created.
Owner – Default to who is creating the rule.
Specify Conditions for Case Creation – These are pre-defined conditions that are available within Microsoft Dynamics CRM. These conditions change based on selected Source Type in this rule. You can select 0 or more conditions.
For Source Type of email you will see the following conditions:
- Create cases for email from unknown senders –
Use this option if you want to convert email messages from an unknown senders into cases. If you don’t select this option then cases are created only from senders who have either CRM contact or account record.
- Create case if a valid entitlement exists for the customer –
Use this option if you want to create cases only if a valid entitlement exists for the customer who is sending the email. This will only work if the contact parent account has a valid entitlement.
- Create cases for activities associated with a resolved case –
Use this option if you want to create a case if the email is related to a resolved case. If the email is related to an active case a new case won’t be created. If you select this option then you can also select duration. A case will be created only if the case is resolved earlier than the duration specified.
For source type of social monitoring you will see the following conditions:
Create cases for blocked social profiles – Use this option if you want to create cases from social posts from blocked social profiles.
Create cases for private messages only – Use this option if you want to create cases from social posts that are sent as direct or private messages to the queue specified in the case conversion rule. Otherwise, cases will be created for all social posts including public messages (timeline).
Specify Auto Responses for Case – Use this option if you want to automatically send email responses to the sender of the email after a case for the email is created. You can also select the email template to use for the email.
Now, you can save the rule by clicking on Save on top. By default, the title field of the new case is set to the subject of the email and the customer field is set to the sender of the email. If the sender of the email is a contact with a parent account, the customer field is set to the parent account, and the contact field is set to the sender of the email. To change case properties you can add case details as shown in step three below.
3. Specify Case Details
To define the conditions for creating a case and specify the case properties click on + in the Specify Case Details section.
Like the one I have defined for my rule. I want to create a case every time an email from customer “GK-Company” comes into the claims queue. I also want to set the case priority to High.
This will make sure that the sender is from “GK-Company” and will automatically set the priority to High. The final rule will look something like this below. Note the message that shows up. Rule will not be effective until it has been activated.
To activate the rule click Activate on top.
That’s it! Create automatic creation rules in combination with routing rules to automatically create cases and route them to appropriate users or queues. If there are any other questions head over to our blog for the latest news and educational materials. Happy CRM’ing!