▲ 7 r/Dynamics365
Save to Dynamics with Power Automate or CoWork?
I have some former employees that have e-mail interactions that they didn't save to Dynamics initially. As we look at trying to get old e-mails into Dynamics are there any approached that have worked for you in the past?
Barring other option my intention it to iterate thought the mailbox with Power Automate, identify contacts that are in CRM, create a new e-mail activity copying the Outlook e-mail into CRM, and then regard them to the appropriate account.
The end result we are looking for is to get the customer related e-mails into CRM before we remove the employees mailboxs.
u/grepzilla — 11 days ago