🚨Update🚨 Automatic record creation rules NOW!

If you are using email to case, SLA or any Automatic Record Creation in classic you really need to update your rules ASAP to the new UI.

I can’t seem to find the message in the make.powerapps.com, but it’s one of the first messages that appears when opening the classic editor in solutions.

This post is not going to comment the pros/cons of the old vs the new. I will have to come back to you on that one. I am simply stating that you have to do this because it’s not only being deprecated, but it is being shut down. Microsoft has actually created a migration path for the rules, and documented the process fairly well.

https://docs.microsoft.com/en-us/dynamics365/customer-service/migrate-automatic-record-creation-and-sla-agreements

I use these rules for the most in the email to case scenario. First it has some conditions, and then it has the actual create of the case record.

When running through the migration, it does in fact get the conditions correct when migrating, but not the owner that I have in the create statement later. This has to be manually added to the flow created by MS.

Post Migration

After the migration is done, I had the following:

A record rule in the new UI

The conditions also got migrated without issues

And a new flow that Microsoft Autocreates for the email to case record creation. The red box marks where I had to add the “owner” field for the Teams ownership that I normally use.

All of these steps are automatically added by Microsoft. This is also the case if you do a NEW Email to Case from the UI. It feels a bit odd to put my faith in the hands of something automatically created, but for now I have to go with the flow.

NB!!! REMEMBER TO CLICK THE SAVE BUTTON IN FLOW BEFORE ACTIVATING THE RULE

So far it seems to be working OK, but I have to do some more heavy testing before I can conclude that the Flow is as stable as the old rules within Dynamics. We are running it in production, so I will update if I see any problems 🤞

One thought on “🚨Update🚨 Automatic record creation rules NOW!

  1. Have been running the updated rule a long time now and it seems to work fine. Had some issues early on, conditions were not handled properly. But seems okay now.
    Can also add that the owner field must be filled out this way; teams() I can recall I struggled a bit with this part.. So maybe someone else is also wondering.

    Like

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