Thursday, 24 July 2014

Calm Down Your Upset Customer by Sending an Auto-Reply Email in CRM 2011/2013

Customers, they are upset!
They send emails containing complaints and the CS team was so busy!

But, they need action and also need an email to convince them that they were sending to right support email.
So that, you will need an automatic reply email.

In earlier version, we should create a workflow to convert email to case, but in CRM 2013 SP1 or CRM 2013 Online with Spring Wave Updates, that is possible without workflow.

Here is the steps to send automatic reply email after customers submitted case through email.

1. Make sure you’ve done the email setting and have a dedicated queue with specific email because we need CRM to receive the incoming email to this Queue.

2. Assuming you’ve done the number 1, then go to Service Management and go to Automatic Case Creation Rules.

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3. Create a new one ‘Case Creation Rule’

Use this setting!

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4. Save and don’t forget to Activate it.

5. You also can set a criteria or a condition in the ‘Specify Case Details’

For example, you want to set special treatment only if from specific customer, etc.

6. Test the result

7. Send an email to the ‘Support Email’ Queue’s email address.

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8. Wait for seconds…..

And here is the automatic reply email to the customer:

image

9. And as well…Yes, we have a new case from this customer….

image

10. If the Customer record has been recorded in CRM and you change the full name, then every time he/she sends the Email, she or he will get the right full name:

image

Hope it helps!
Thanks.

19 comments:

  1. Great Post, what i exactly looking for.

    Thanks

    ReplyDelete
  2. Thanks for your positive feedback Sathia.

    ReplyDelete
  3. response Email is not sending when case created.but using direct mail functionality is working.
    help me.

    ReplyDelete
  4. Hi Aileen

    I just have a question could you give me a hand with my MS CRM
    I have the auto case creation setup and working.

    The only problem is that it creates a new case every time someone emails in, how do I set it to only create a case if there is no existing case for the senders email?

    ReplyDelete
  5. Siviwe
    We are using MS Dynamics CRM 2016, we capture our leads from our webiste. We recently added multiple checkboxes. We want to automatically send emails according to the checkboxes clicked. how can we I archive that.

    ReplyDelete
  6. Hi
    I have a Question regarding microsoft CRM online reports to impart in checkboxes setup while working on different aspects.can you provide me other sources to archive.Like http://missdynamicscrm.blogspot.in
    http://bit.ly/2u7Y3Zx

    ReplyDelete
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