Activity monitoring for automatically created records


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Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - Aug 3, 2020 Oct 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. With automatic record creation, administrators can also create leads or any other entity record from a set of available activities. Once automatic record creation rules are set up, this feature enables monitoring of the rules for success or failure.

Feature details

This feature adds views to monitor and review the health of the rules to create records automatically. The success or failure of each rule can be viewed at a glance and grid filtering allows custom views to focus on the event types that require action such as rule failures.

See also

Use activity monitor to review and track rules (docs)