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863Hello,
I was doing some testing for D365 Outlook Add-in to discover all the features and currently, I am stuck to auto-populate information like contact and account automatically from the email to the quick create form during the creation of a new case.
Please find below the steps that I did:
1. I tracked the email to an existing contact since the recipient of the email is the same email id in the contacts table:
2. I linked the contact to an account by specifying the account name.
3. During the creation of a new case from the add-in, the fields below were mapped except for the contact and the account I am looking for:
I am concerned about why those two fields are not being mapped automatically since /Regarding/ is linked to the right record?
https://learn.microsoft.com/en-us/dynamics365/outlook-app/auto-populate-data-into-quickcreate
Any help is greatly appreciated.
Best regards,
EBMRay
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