So we have the Dynamics 365 app for outlook installed on our Outlook and it works perfectly fine however, at the moment when we want to create a new case using the app we have to fill in the Quick create form manuall... I was wondering if it's possible to make it auto-populate the fields if the sender is one of our customers?
When we receive an email from a customer the Dynamics 365 app identifies the customer and shows the account information so surely there's a way to transfer it onto the quick create form if that makes sense?
Many thanks for the help in advance.