Automatically create and update records

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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