Email To Case Automation

Helping your company efficiently manage the support process by automatically creating cases from emails and auto-populating case fields from the email body.

Technical overview

Works with current version of CRM On-Premise and Dynamics 365 with one year on annual maintenance and support.

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Release Notes

* This product requires an email delivery to be setup in CRM. Please contact Work 365 Support if you need assistance in setting up your email router or server-side synchronization.

Explore the features of Email to Case Automation

Email to Case Automation App improves service responsiveness and simplifies data entry. This App is ideal for any service or support environment, allowing support cases to be automatically generated from emails

Support Multiple Queues

Automatic Linking to Contact or Account

Email Features (Spam & Loop Protection)

Domain Address Exclusion

Supports HTML Emails

Automatic Case Owner Assignment

Email Notifications for External and Internal Users

Copy Attachments to Case

Can be Customized Based on Individual Requirements

Multiple Email Templates with Additional Functionality to Add Direct Links to CRM Records

Ready To Try?

Tired of moving emails around to construct your Case?

Download the App and Start you Trial Today!

Feature comparison of Email To Case Automation

Email to Case (E2C) Features	Standard	Work 365
Link Case to Account only or Contact only exclusively		✔
Email SPAM protection		✔
Email LOOP protection
Duplicate Case prevention using Email Subject Search technique		✔
Copy Email Body to Case Description		✔
Copy Email Attachments to Case		✔
Auto-Response email notification	✔	✔
Auto-Response email notification with Case Owner in email “CC”		✔
Ability to Re-open existing case	✔	✔
Quick Diagnostics with detailed event logging		✔
Forwarded Email Processing – Intelligent Customer locator		✔
Email History Panel – Productivity Booster		✔

Why should you use Email to Case?

Case from forward email

The App detects the original sender of the email and links the new case accordingly along with sending the auto-response

Copy email body to the case description

The App strips the HTML from the email body and copies it to the case description – you can also copy attachments to the case

Email history panel

Offers a highly consolidated view by striping out all the email “noise” leaving only the newest, relevant information to review

Email loop protection

Built-in mechanism to detect and break such loops

Email spam protection

Allows you to filter emails by domains, email IDs, subject keywords that you would like to exclude from Case creation

Prevent duplicate cases

Search using Case Number present anywhere in the email’s subject avoiding duplicates

What are our customers saying?

Works great. We often have need to clone 5 or more records and this achieves it in seconds… Highly recommended! Exceptional service!

Schools Industry

Super easy deployment and very good control and performance of the utility. Makes me want to explore more of the add-ons as time allows.

Stuart Fawcett

The sub-totaling in v5.0 has been a huge value-add. Work 365 support has been very responsive! Easy to build, maintain and edit…
Very happy with this product, highly recommend.

Anonymous

It has solved our sales guys problem of managing manual calendars to remember each and every client’s birthday or important anniversaries… it helps filter-out the contacts with Birthdays, month-wise or date-wise if the gifts have to be pre-planned !

Jennifer R

What’s not to like? It works as indicated. Very flexible. I installed it and started using it… Beyond the quality of their product, Work 365 has some of the best customer service I’ve ever encountered. They are available, attentive, and will not hide behind emails. Awesome!

Scottyhuff

Cloning functionality is something that you’d expect to be standard in CRM but that just isn’t! Our Quotes are quite huge, as we needed cloning desperately to duplicate our quotes… Work 365 Clone add-on came to our rescue… Great product and very reliable support – we have been using their Clone add-on for past 6 months… And we are happy that their latest version does not use Silverlight… highly recommended!!!

Glenn Mcguire

The add-on was easy to install and setup. Response time of Work 365 support is great ! Now we no longer have to enter cases or update them manually – through this system, we can easily see the history of the case anytime. Cases sent to our support email address are registered in CRM automatically, including the customer contact and account, saving us a lot of manual efforts… Tracking of messages all in one place has improved our company process to a large extent ! This is a great system that I would recommend to anybody who values process.

Jennifer R

Great support, extremely reliable and quick to respond. We had a few questions at deployment, and immediately had a share session with their support team… I would recommend this product to any organization as it is a fair price and will really streamline information within your CRM system!

Cardj

Great product to use! Helps us easily track the coming birthdays and we never miss important anniversaries and events related to our customers – great app to strengthen customer relationship

Anonymous

I’m very happy with the “Report Scheduler Add-On” product produced by Work 365 for Dynamics CRM, it took me out of a bind and the installation and setup were both very straight forward.

Ralph Perez

We use Email to Case Premium to support our service team with case management in Dynamics CRM. Our support team saves a lot of time since we don’t have to enter or update the cases manually anymore. It automatically sends an email to our support team which helps us in saving a lot of time. We’re very happy with their support team – their responses are quick and easy to understand!

Anonymous

The add-on allows automatic generation of ids in a sequence that can be custom defined based on the business requirements. It even allows to update existing records in the system in the same sequence… It is value for money, with a lot of features that are not easily available in a similar package! The FREE TRIAL option makes the purchase easier.

Anonymous

Cloning functionality is something that you’d expect to be standard in CRM but just isn’t! Our Quotes are quite huge,as we needed cloning desperately to duplicate our quotes… Work 365 Clone add-on came to our rescue…Great product and very reliable support – we have been using their Clone add-on for past 6 months… Happy that their latest version does not use Silverlight…highly recommended!!!!

Nigella dsouza

Finally, a solution for scheduling reports for a CRM 2011 Online implementation. We have been looking for some time (and even ‘hacked’ out a solution using workflows) but were difficult to maintain and impossible to deploy to anybody other than senior technical staff used to de-bugging code. We can now distribute views out on a variety of updates (opportunities, customer cases etc) for different audiences, different levels of interest / needs and all done automatically. So easy to set-up and deploy that we have already issued the instructions out to department heads / key staff so they can start producing their own scheduled reports, not having to wait for IT to set-up for them. Very impressed with the speed of development (already two versions on with new features being added all the time) and the close-contact with the commercial and support staff of Work 365 – my own issues and questioned answered very quickly and our ideas for future features taken seriously… Having the ability to trial the product gave us the confidence that we could install and deploy and get it working very quickly. Made the purchasing decision very easy in the end as we add an audience of supporting end-users loving the daily / weekly reports that were being delivered to them – no-one wanted these to stop so approval to spend was simple.

Philli Sykes

Great product for duplicating entries in CRM 2011. Easy to install and great staff to work with. Highly recommended.

Jwindsorsr

In addition to the outofbox-features Work 365 made a solution for a custom entitity and it works as expected.

Harald Marchhart

Ready To Try?

Tired of moving emails around to construct your Case?

Download the App and Start you Trial Today!