Email to Dynamics 365

For this to work you need at least one parsed email including all the data you want parsed setup (ie. all the required rules you need). Follow this guide here first if you haven’t quite got Parserr setup with rules yet.

  1. Login to Microsoft Flow here. If you don’t have an account, you can simply sign up for a new one here. Once you have signed up you should be greeted by the home page. In the top left of the page click on “My Flows”
  2. Click on “Create from blank” at the top of the page
  3. Search for “Parserr” in the services and triggers search box, and choose the “Trigger” , “When an email is received”
  4. Type your “Connection Name”, as “Parserr” and then your username and password should be exactly the same as the ones you use with Parserr. Click the “Create” button
  5. You should now be able to see a list of “Inboxes” from your Parserr account. If you get no values, it is most likely that your Parserr username and password were incorrectly filled out on the previous step.
  6. Once you have chosen your “Inbox”, click on “New Step” and “Add an action”. This will allow us to act on receiving an email in Parserr.
  7. For this example, we will be using Dynamics CRM. However you can use your parsed data within any service offered by Microsoft Flow. Choose to “Create a new record” as your action.
  8. Once you have authenticated to your Dynamics 365 instance, you should have the option to choose your Organization and Entity Name
  9. Choose the Entity type you would like to use. In addition, you can make use of the dynamic content available which originates from the rules created within Parserr. These rules represent the extracted content for each of your incoming emails. In the example below we have the option of using a number of different fields (eg “first name”, “last name” etc) from the incoming email for your CRM fields.
  10. Save your Flow by clicking the “Save Flow” button.
  11. Test your Flow by sending an email to Parserr. You should see a run complete in Microsoft Flow on your dashboard:
  12. Click on the Icon of your flow to see the completed runs:

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