I got to the Record Creation and Update Rule part but found out that there no options to choose in the Activity Type to Monitor dropdown 8:12 I'm unable to save the new rule!. I'm pretty sure I'm following the instructions correctly. I have created these rules in the legacy interface but I'm trying the method in this because with the new wave the legacy rules stopped working.
Hi Johnny, if the rules already exist in the legacy application you can migrate them to the UI: docs.microsoft.com/en-us/dynamics365/customer-service/migrate-automatic-record-creation-and-sla-agreements
after Setup Mailbox for Autocase Creation in the Unified Interface and we do, we approve email and test and enable maibox always get message Test and enable is not allowed if the organization is in administration mode.do you have solution for this case?
Can we setup dynamics without creating a new shared mailbox? Could we use an existing organisation shared mailbox?
Yep I believe you can!
I got to the Record Creation and Update Rule part but found out that there no options to choose in the Activity Type to Monitor dropdown 8:12
I'm unable to save the new rule!.
I'm pretty sure I'm following the instructions correctly. I have created these rules in the legacy interface but I'm trying the method in this because with the new wave the legacy rules stopped working.
Hi Johnny, if the rules already exist in the legacy application you can migrate them to the UI: docs.microsoft.com/en-us/dynamics365/customer-service/migrate-automatic-record-creation-and-sla-agreements
after Setup Mailbox for Autocase Creation in the Unified Interface and we do, we approve email and test and enable maibox always get message Test and enable is not allowed if the organization is in administration mode.do you have solution for this case?
You need to turn off administration mode of the instance. docs.microsoft.com/en-us/power-platform/admin/admin-mode#set-administration-mode
@@D365Goddess thank you so much your solution working...hehe