Hi,
I have a scenario where we want use channel properties on a 'Record Creation and Update Rule' to pass information into CRM through email and could do with some help.
It is my understanding that I can populate the additional parameters field on an email by using a workflow which copies information from the subject line, before sending the email to a queue with a record creation rule active on it. Can anyone confirm me that this is the case?
Also, how can you use channel properties to pass a lookup value into the record you are creating? The example we have, is we would like to append the newly created record to an account. We're not sure whether we can pass the GUID in as a parameter, or a unique value (ie account number) etc?
Any help appreciated! We are on CRM 2016 8.2.2 IFD on premise