Automatically create and update records

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

As announced in this blog post, Microsoft is making some changes to the update schedules in April in response to COVID-19. The April 2020 release wave 1 updates will be generally available as mentioned in the Dynamics 365 and Power Platform release plans. More information is available in the product-specific FAQs. We will continue to release critical updates for Dynamics 365 applications and Power Platform, and are extending the deprecation timelines for some capabilities to give customers and partners additional time to make the transition. Microsoft is committed to supporting to our customers and partners in these uncertain times.

Enabled for Public preview Early access General availability
Admins, makers, or analysts, automatically - This feature is released. Feb 1, 2020 Jun 2020

Business value

Businesses can migrate to the latest Dynamics 365 applications and continue to take advantage of automatic creation of case records based on emails submitted by customers. Administrators can also use this feature to create leads or any other entity record from a set of available activities.

Feature details

This feature enables a new record creation administration experience on the Unified Interface and brings feature parity with the legacy web client. The new experience uses Microsoft Power Automate and provides an easy-to-use interface to create or update conditions and actions.

See also

Automatically create or update records in Customer Service Hub (docs)