Microsoft Dynamics CRM

{Zero code Development} Create Task based on incoming email body for urgent mails

Requirement: On an incoming Email in CRM, if body contains words like Urgent, Critical than it should create task for it and assign to the intended team.

Resolution: Workflow for it.

Create a workflow as per following screens:

1. Workflow:

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2. Condition in Detail:

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3. When condition is true, create task with following properties:

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Note: HTML tags will be included in description, to filter them custom workflow step is required.

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Hope it helps!

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