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Email To Case Automation - Dynamics 365 - Microsoft Dynamics 365 - Annual Subscription

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Price:   $749.00   
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Email To Case Automation for Microsoft Dynamics CRM helps your company efficiently manage the support process by automatically creating cases from emails and auto-populating case fields from the email body.

The annual subscription also includes one non-production instance license for purpose of development or testing.

Features:

  • Supports multiple queues

  • Automatic linking to Contact or Account

  • Email spam protection

  • Email loop protection

  • Email domain address exclusion

  • Supports HTML email

  • Automatic Case Owner assignment - Multiple options

  • Copy attachments to Case

  • 100% Native - works from within CRM

  • Email notifications for external and internal users

  • Multiple Email Templates with additional functionality to add direct links to CRM records

  • Fully configurable

  • Can be customized based on individual requirements 

Email To Case Automation- Microsoft Dynamics CRM Brochure: DOWNLOAD NOW !

Benefits:

  • Customers receive better service

  • Improved and consistent support process

  • Increase ROI by reducing number of clicks per response

Process Flow

Support Queue: Email To Case Automation add-on can monitor multiple mailboxes creating tickets or cases in CRM automatically whenever emails are received.

Exclusion Configurator: Add-on will allow unwanted cases from being created by excluding emails received from specific domain and email addresses. Further email loop protection settings will also allow exclusion of auto-responded emails. (There is also a provision to over-ride the exclusion criteria for certain user-scenarios.

Case Creator: Case record is created with case-fields automatically populated from email as well as fields that have been configured with default values. Some of the fields that could be auto-populated are: case title, description, origin, subject etc. If the email received is for an existing case then no new case is created, however the email will be linked to the case.

Case Linker: Case record is linked with either contacts or accounts based on the settings. If no match is found then the case could also be linked to a dummy account or dummy contact. If the email is regarding an existing case then the search algorithm can also search for case id in the email subject line.

Case Owner Assignment: There are multiple options available for Case Owner assignment:

·    (a) Default User / Default Team: can select a default user or team that would be the owner of the new case.

·    (b) Round Robin Case Assignment: Case would be assigned to the members of the team (sequence: alphabetically sorted by First Name). Please note that because of technical limitations, this algorithm will not work in CRM Online.

·    (c) User – Account / Contact Owner: The owner of the Contact or Account that was linked to this case will become the owner of the new Case.

·    (d) User – Account / Contact Custom: The CRM user selected (in the field (eg. Preferred User) of Contact or Account will become the owner of the new case.

 

Auto-Response Management: Automatic email notifications(both internal and external) could be sent on case creation based on the email template selected. Further there is an additional functionality to add direct URL for case record in CRM (this would allow the case users to directly browse to case record in CRM).

IOTAP provides you a demo version of Email To Case Automation add-on to help you test the product and understand its functionality.

Please click here to request trial.

The annual subscription also includes one non-production instance license for purpose of development or testing.  

If you are looking to install the add-on on additional non-production environments, you can purchase the additional license at a discounted price of only $199 PER environment.

 

For active user-count >249, email sales@iotap.com for a custom quote.

Active Users = All Enabled CRM Users (includes read-only, admin-only users, Service accounts as well)

Support is covered under the annual subscription. For more details about support terms, refer Annual Maintenance Contract (AMC) for Microsoft Dynamics CRM Add-ons.

Features:

  • Supports multiple queues

  • Automatic linking to Contact or Account

  • Email spam protection

  • Email loop protection

  • Email domain address exclusion

  • Supports HTML email

  • Automatic Case Owner assignment - Multiple options

  • Copy attachments to Case

  • 100% Native - works from within CRM

  • Email notifications for external and internal users

  • Multiple Email Templates with additional functionality to add direct links to CRM records

  • Fully configurable

  • Can be customized based on individual requirements 

Email To Case Automation- Microsoft Dynamics CRM Brochure: DOWNLOAD NOW !

Benefits:

  • Customers receive better service

  • Improved and consistent support process

  • Increase ROI by reducing number of clicks per response