{"id":32243,"date":"2022-07-29T18:14:19","date_gmt":"2022-07-29T12:44:19","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=32243"},"modified":"2022-07-29T18:15:30","modified_gmt":"2022-07-29T12:45:30","slug":"manually-map-a-contact-in-power-automate","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2022\/07\/manually-map-a-contact-in-power-automate\/","title":{"rendered":"Manually Map a Contact in Power Automate"},"content":{"rendered":"<h2 style=\"text-align: justify;\"><strong>Introduction<\/strong><strong>:<\/strong><\/h2>\n<p style=\"text-align: justify;\">Service Provider companies manage cases to provide support or service to customers with resolution to the incident reported by the customer. With the help of\u00a0automatic <em>record creation and update rules<\/em>, external source data can be captured to create Dataverse records which help to reduce manual efforts and improve the efficiency of service. For example, with incoming emails, a case record can be created automatically. This is very helpful when the team receives emails on large scale. To know more about automatic record creation and update rule, please refer this <a href=\"https:\/\/www.inogic.com\/blog\/2015\/08\/automatic-record-creation-or-update-rules-in-dynamics-crm-2015-sp1\/\" target=\"_blank\" rel=\"noopener\">link<\/a>.<\/p>\n<p style=\"text-align: justify;\">Sometimes, it happens that Service Team may receive the emails from an unknown sender or from the sender who belongs to the Company (i.e. Account) present in the Dataverse but the sender (Contact) is not present in CRM. This situation can be managed by Service Team in two ways, either by creating contact automatically for the unknown sender or by mapping a contact in Power Automate.<\/p>\n<p style=\"text-align: justify;\">Here, we will go through three cases and see how to map a contact manually in Power Automate.<\/p>\n<ol style=\"text-align: justify;\">\n<li>Mapping a primary contact of the same domain if the email is received from an unknown sender.<\/li>\n<li>Mapping a specified contact for an unknown sender.<\/li>\n<li>Mapping a contact for known sender i.e. existing customers.<\/li>\n<\/ol>\n<p style=\"text-align: justify;\"><strong><u>How to map a contact manually in Power Automate: <\/u><\/strong><\/p>\n<p style=\"text-align: justify;\">Before proceeding to Power Automate, make sure you have set \u2018<strong>Manage unknown senders by\u2019 as \u2018Mapping in Power Automate manually\u2019. If not, kindly follow the below steps.<\/strong><\/p>\n<ul style=\"text-align: justify;\">\n<li>Navigate to <strong>Customer Service App<\/strong> <strong>-&gt;<\/strong> Go to \u2018<strong>Automatic record creation and update rule<\/strong>\u2019 from service management area <strong>-&gt;<\/strong> Open the rule on which you want to configure the setting.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32244\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-1.png\" alt=\"map a contact in Power Automate\" width=\"1442\" height=\"396\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-1.png 1442w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-1-300x82.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-1-1024x281.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-1-768x211.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-1-660x181.png 660w\" sizes=\"(max-width: 1442px) 100vw, 1442px\" \/><\/p>\n<ul style=\"text-align: justify;\">\n<li>Go to <strong>Advanced<\/strong> tab <strong>-&gt;<\/strong> In the <strong>Before evaluating conditions <\/strong>area, set <strong>Allow emails from unknown senders<\/strong> to <strong>Yes<\/strong> <strong>-&gt;<\/strong> Then select <strong>Mapping in Power Automate manually <\/strong>in<strong> Manage unknown senders by<\/strong>.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><strong> <img decoding=\"async\" class=\"alignnone size-full wp-image-32245\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-2.png\" alt=\"map a contact in Power Automate\" width=\"922\" height=\"650\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-2.png 922w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-2-300x211.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-2-768x541.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-2-660x465.png 660w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-2-200x140.png 200w\" sizes=\"(max-width: 922px) 100vw, 922px\" \/><\/strong><\/p>\n<ul style=\"text-align: justify;\">\n<li>Click on <strong>Save<\/strong> and then <strong>Activate<\/strong> the rule.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><strong>Mapping in Power Automate manually<\/strong> means that you are creating mapping in Power Automate for the customer field. Basically, whenever any email is received from unknown sender, it will be mapped to the specified customer. Mapping can be created for either contact or account but not for both at the same time. If both account and contacts are mapped in Power Automate flow, it prefers to map to contact.<\/p>\n<p style=\"text-align: justify;\">To map a contact in Power Automate manually, follow the steps given below:<\/p>\n<p style=\"text-align: justify;\"><strong><u>Case I : Mapping a primary contact of same domain if the email is received from an unknown sender. <\/u><\/strong><\/p>\n<p style=\"text-align: justify;\">Let\u2019s say the Service Team receives an email from a sender that is not present in the Dataverse but there is another contact present with same domain as of the sender in Dataverse. In this scenario, it can be mapped to the other contact having same domain as the sender.<\/p>\n<ul style=\"text-align: justify;\">\n<li>Navigate to <strong>Customer Service App<\/strong> -&gt; Switch to <strong>Service Management<\/strong> Area -&gt; \u2018<strong>Automatic record creation and update rule<\/strong>\u2019.<\/li>\n<li>Select and open the rule which you wish to configure -&gt; Under <strong>Basic<\/strong> tab, scroll down to the region <strong>Step two: condition to evaluate and actions to take<\/strong> -&gt; Select the <strong>rule item<\/strong> for which you want to map a contact in Power Automate manually.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32246\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-3.png\" alt=\"map a contact in Power Automate \" width=\"923\" height=\"674\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-3.png 923w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-3-300x219.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-3-768x561.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-3-660x482.png 660w\" sizes=\"(max-width: 923px) 100vw, 923px\" \/><\/p>\n<ul style=\"text-align: justify;\">\n<li>In selected rule item page, on the\u00a0<strong>Condition builder<\/strong>tab, select\u00a0<strong>Save and open Power Automate<\/strong>. In a new tab, Power Automate workflow will open. According to the action you have set in the <strong>Record to create<\/strong>, Power Automate creates a flow in which you can add more actions or edit existing actions.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32247\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-4.png\" alt=\"map a contact in Power Automate \" width=\"1276\" height=\"648\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-4.png 1276w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-4-300x152.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-4-1024x520.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-4-768x390.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-4-660x335.png 660w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/><\/p>\n<ol>\n<li>Select <strong>Continue<\/strong>.<\/li>\n<\/ol>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32248\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-5.png\" alt=\"map a contact in Power Automate \" width=\"1283\" height=\"347\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-5.png 1283w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-5-300x81.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-5-1024x277.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-5-768x208.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-5-660x179.png 660w\" sizes=\"(max-width: 1283px) 100vw, 1283px\" \/><\/p>\n<p>2. If the connection is not created, please <strong>sign in<\/strong> to create a connection and select <strong>Continue<\/strong>.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"size-full wp-image-32249 aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-6.png\" alt=\"map a contact in Power Automate \" width=\"792\" height=\"185\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-6.png 792w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-6-300x70.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-6-768x179.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-6-660x154.png 660w\" sizes=\"(max-width: 792px) 100vw, 792px\" \/><\/p>\n<p>3. After selecting Continue, you will see default created Power Automate flow.<\/p>\n<p style=\"text-align: justify;\"><strong> <img decoding=\"async\" class=\"alignnone size-full wp-image-32250\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-7.png\" alt=\"map a contact in Power Automate \" width=\"1051\" height=\"624\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-7.png 1051w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-7-300x178.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-7-1024x608.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-7-768x456.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-7-660x392.png 660w\" sizes=\"(max-width: 1051px) 100vw, 1051px\" \/><\/strong><\/p>\n<p style=\"text-align: justify;\">The first step <strong>\u2018When the incoming activity triggers the flow\u2019 <\/strong>is a pre-defined trigger. It comes under \u2018<strong>Microsoft Dataverse<\/strong>\u2019 connector as \u2018<strong>When a row is added, modified or deleted\u2019<\/strong>. Here, it is renamed as \u2018<strong>When the incoming activity triggers the flow\u2019. <\/strong><\/p>\n<p style=\"text-align: justify;\"><strong> <img decoding=\"async\" class=\"size-full wp-image-32251 aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-8.png\" alt=\"map a contact in Power Automate \" width=\"592\" height=\"361\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-8.png 592w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-8-300x183.png 300w\" sizes=\"(max-width: 592px) 100vw, 592px\" \/><\/strong><\/p>\n<p style=\"text-align: justify;\">Whenever \u2018<strong>importsequencenumber\u2019 <\/strong>field of \u2018<strong>Email\u2019<\/strong> table is modified, this flow will get triggered.<\/p>\n<p style=\"text-align: justify;\">Second Step, \u2018<strong>Identify email sender\u2019<\/strong> is an \u2018<strong>Initialize variable\u2019<\/strong> action that comes under \u2018<strong>Variable\u2019<\/strong> connector. In this step, variable is defined to identify the type of customer. Hence, in \u2018Value\u2019 field, dynamic content \u2018From\u2019 is selected which is an output of previous step i.e. \u2018<strong>When the incoming activity triggers the flow\u2019<\/strong>. In this step, email id of the sender will get stored.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"size-full wp-image-32252 aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-9.png\" alt=\"map a contact in Power Automate \" width=\"544\" height=\"165\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-9.png 544w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-9-300x91.png 300w\" sizes=\"(max-width: 544px) 100vw, 544px\" \/><\/p>\n<p>4. Add step \u2018Search Row\u2019 action of \u2018Microsoft Dataverse\u2019 Connector. This action allows you to search a Microsoft Dataverse environment using Relevance Search, and returns the rows that match the search term. We will use this action to search contact that is to be mapping in case an email is received from an unknown sender by providing email id. To add this step, hover to the arrow after <strong>Identify email sender<\/strong> step and click on <img decoding=\"async\" class=\"alignnone wp-image-32311 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-0.png\" alt=\"map a contact in Power Automate\" width=\"25\" height=\"26\" \/>sign. Select <strong>Add an action<\/strong>.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32253\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-10.png\" alt=\"map a contact in Power Automate\" width=\"1041\" height=\"566\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-10.png 1041w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-10-300x163.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-10-1024x557.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-10-768x418.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-10-660x359.png 660w\" sizes=\"(max-width: 1041px) 100vw, 1041px\" \/><\/p>\n<p style=\"text-align: justify;\">Under \u2018Microsoft Dataverse\u2019 connector, select \u2018Search rows\u2019 action.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"size-full wp-image-32254 alignnone\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-11.png\" alt=\"map a contact in Power Automate\" width=\"588\" height=\"514\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-11.png 588w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-11-300x262.png 300w\" sizes=\"(max-width: 588px) 100vw, 588px\" \/><\/p>\n<p style=\"text-align: justify;\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 To rename this step, click on the ellipsis and select \u2018Rename\u2019.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32255\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-12.png\" alt=\"map a contact in Power Automate\" width=\"860\" height=\"339\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-12.png 860w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-12-300x118.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-12-768x303.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-12-660x260.png 660w\" sizes=\"(max-width: 860px) 100vw, 860px\" \/><\/p>\n<p style=\"text-align: justify;\">Enter the email id of contact in a \u2018Search term\u2019. Enter the table unique name that is to be searched.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32256\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-13.png\" alt=\"map a contact in Power Automate\" width=\"600\" height=\"705\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-13.png 600w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-13-255x300.png 255w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/p>\n<p>5. Define variables to store the domain of sender and contact. Contact will be used for mapping the unknown sender. Domain will be used to find the existing contact with the same domain as of unknown sender. Under \u2018Choose an operation\u2019, enter <strong>Variable <\/strong>in the search bar<strong>, <\/strong>and you will get various variable actions. Choose <strong>Initialize variable.<\/strong><\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32257\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-14.png\" alt=\"map a contact in Power Automate\" width=\"518\" height=\"720\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-14.png 518w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-14-216x300.png 216w\" sizes=\"(max-width: 518px) 100vw, 518px\" \/><\/p>\n<p style=\"text-align: justify;\">Rename the step. Enter name, select type as String. Set value i.e. contact id by dynamic content which will be used to map if another contact with the same domain is not found in CRM. We will see in Case II how we can use the contact id stored in this variable to map the new case record.<\/p>\n<p style=\"text-align: justify;\">Under \u2018Expression\u2019 tab, enter the expression as,<\/p>\n<p style=\"text-align: justify;\"><strong>outputs(&#8216;Search_contact_to_be_mapped_(for_unknown_sender)_by_email_id&#8217;)?[&#8216;body\/value&#8217;][0][&#8216;@search.objectid&#8217;]<\/strong><\/p>\n<p style=\"text-align: justify;\">It will set the contact id of 1<sup>st<\/sup> searched record from the output of the previous step i.e. <strong>Search contact to be mapped (for unknown sender) by email id.<\/strong><\/p>\n<p style=\"text-align: justify;\"><strong> <img decoding=\"async\" class=\"alignnone size-full wp-image-32258\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-15.png\" alt=\"map a contact in Power Automate\" width=\"925\" height=\"360\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-15.png 925w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-15-300x117.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-15-768x299.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-15-660x257.png 660w\" sizes=\"(max-width: 925px) 100vw, 925px\" \/><\/strong><\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"size-full wp-image-32259 aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-16.png\" alt=\"map a contact in Power Automate\" width=\"561\" height=\"182\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-16.png 561w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-16-300x97.png 300w\" sizes=\"(max-width: 561px) 100vw, 561px\" \/><\/p>\n<p>6. Define another variable to store the contact id of the same domain as the unknown sender. Initially, set the value of \u2018contactid\u2019 variable in it i.e. \u2018contactid2\u2019 using dynamic content.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"size-full wp-image-32260 aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-17.png\" alt=\"map a contact in Power Automate\" width=\"553\" height=\"174\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-17.png 553w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-17-300x94.png 300w\" sizes=\"(max-width: 553px) 100vw, 553px\" \/><\/p>\n<p style=\"text-align: justify;\"><strong>7. <\/strong>Define the variable \u2018<strong>domain\u2019<\/strong> same as above. Set the value by dynamic content. To extract domain from sender, under <strong>Expression<\/strong> tab, enter the expression as \u2018<strong>last(split(variables(&#8216;Customer\u00a0from\u00a0email\u00a0sender&#8217;),&#8217;@&#8217;))<\/strong>\u2019.<\/p>\n<p style=\"text-align: justify;\">This expression will get the domain from email id of sender. Click <strong>OK<\/strong> button.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32262\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-19.png\" alt=\"map a contact in Power Automate\" width=\"867\" height=\"348\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-19.png 867w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-19-300x120.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-19-768x308.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-19-660x265.png 660w\" sizes=\"(max-width: 867px) 100vw, 867px\" \/><\/p>\n<p>8. Copy the steps \u2018<strong>Create a record (don\u2019t rename this step)<\/strong>\u2019 and <strong>\u2018Connect the record to the incoming activity (don\u2019t edit or delete this step)\u2019<\/strong> to the clipboard which we will use later.<\/p>\n<p style=\"text-align: justify;\"><strong> <img decoding=\"async\" class=\"size-full wp-image-32263 aligncenter\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-20.png\" alt=\"map a contact in Power Automate\" width=\"768\" height=\"329\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-20.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-20-300x129.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-20-660x283.png 660w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><\/strong><\/p>\n<p style=\"text-align: justify;\">The step<strong> \u2018Create a record (don\u2019t rename this step)\u2019 <\/strong>is an \u2018<strong>Add new row\u2019<\/strong> action of \u2018<strong>Microsoft Dataverse\u2019 <\/strong>connector. This will be used to create a case. In this step, we will map the contact as well.<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-32264 aligncenter\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-21.png\" alt=\"map a contact in Power Automate\" width=\"543\" height=\"464\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-21.png 543w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-21-300x256.png 300w\" sizes=\"(max-width: 543px) 100vw, 543px\" \/><\/p>\n<p style=\"text-align: justify;\">Step <strong>\u2018Connect the record to the incoming activity (don\u2019t edit or delete this step)\u2019 <\/strong>is a \u2018<strong>Perform an unbound action\u2019<\/strong> of \u2018<strong>Microsoft Dataverse\u2019<\/strong> connector. It will be used to set regarding in email activity with the new case record.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"size-full wp-image-32265 aligncenter\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-22.png\" alt=\"map a contact in Power Automate\" width=\"540\" height=\"197\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-22.png 540w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-22-300x109.png 300w\" sizes=\"(max-width: 540px) 100vw, 540px\" \/><\/p>\n<p style=\"text-align: justify;\">When steps are copied successfully, delete these steps.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"size-full wp-image-32266 aligncenter\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-23.png\" alt=\"map a contact in Power Automate\" width=\"684\" height=\"366\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-23.png 684w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-23-300x161.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-23-660x353.png 660w\" sizes=\"(max-width: 684px) 100vw, 684px\" \/><\/p>\n<p>9. The step \u2018<strong>Is this email sender a contact or an account\u2019<\/strong> is a <strong>Condition Control<\/strong> that identifies which block of actions is to be executed based on the evaluation of condition input. It evaluates the type of sender if it is a contact or account.<\/p>\n<p style=\"text-align: justify;\">In the\u00a0<strong>Is this email sender a contact or an account<\/strong>\u00a0step, for the\u00a0<strong>If no<\/strong>\u00a0block, delete the step <strong>Terminate when no valid customer found as shown below<\/strong>:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32267\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-24.png\" alt=\"map a contact in Power Automate\" width=\"1206\" height=\"569\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-24.png 1206w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-24-300x142.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-24-1024x483.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-24-768x362.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-24-660x311.png 660w\" sizes=\"(max-width: 1206px) 100vw, 1206px\" \/><\/p>\n<p style=\"text-align: justify;\">\u00a0Select <strong>Delete. <\/strong>On confirmation Dialog, select <strong>OK<\/strong>.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone wp-image-32268 size-full\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-25.png\" alt=\"map a contact in Power Automate\" width=\"598\" height=\"422\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-25.png 598w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-25-300x212.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-25-200x140.png 200w\" sizes=\"(max-width: 598px) 100vw, 598px\" \/>\u00a0 \u00a0 \u00a0 \u00a0<img decoding=\"async\" class=\"alignnone wp-image-32269 size-full\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-26.png\" alt=\"map a contact in Power Automate\" width=\"548\" height=\"540\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-26.png 548w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-26-300x296.png 300w\" sizes=\"(max-width: 548px) 100vw, 548px\" \/><\/p>\n<p style=\"text-align: justify;\">This step helps us in identifying if the email received is from an unknown sender or a known sender. So if a record either Account or Contact is found in CRM then it is from a known sender or else it is from an unknown sender.<\/p>\n<p>10. Under <strong>If No<\/strong>, Select \u2018<strong>Add an action<\/strong> \u2018.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32270\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-27.png\" alt=\"map a contact in Power Automate\" width=\"503\" height=\"172\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-27.png 503w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-27-300x103.png 300w\" sizes=\"(max-width: 503px) 100vw, 503px\" \/><\/p>\n<p style=\"text-align: justify;\">Select <strong>Microsoft Dataverse <\/strong>connector.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32271\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-28.png\" alt=\"map a contact in Power Automate\" width=\"525\" height=\"284\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-28.png 525w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-28-300x162.png 300w\" sizes=\"(max-width: 525px) 100vw, 525px\" \/><\/p>\n<p style=\"text-align: justify;\">Select \u2018<strong>List rows\u2019<\/strong> action.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32272\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-29.png\" alt=\"map a contact in Power Automate\" width=\"509\" height=\"606\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-29.png 509w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-29-252x300.png 252w\" sizes=\"(max-width: 509px) 100vw, 509px\" \/><\/p>\n<p>11. Rename the step. Select table name as <strong>Contacts<\/strong>. Click on \u2018Show advanced options\u2019.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32273\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-30.png\" alt=\"map a contact in Power Automate\" width=\"516\" height=\"209\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-30.png 516w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-30-300x122.png 300w\" sizes=\"(max-width: 516px) 100vw, 516px\" \/><\/p>\n<p style=\"text-align: justify;\">Enter Fetch XML Query, which will find primary contacts with the same domain as the sender.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32274\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-31.png\" alt=\"map a contact in Power Automate\" width=\"557\" height=\"672\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-31.png 557w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-31-249x300.png 249w\" sizes=\"(max-width: 557px) 100vw, 557px\" \/><\/p>\n<p style=\"text-align: justify;\">As shown in the above screenshot, the variable <strong>domain <\/strong>is set from dynamic content which helps in matching the domain for the existing contacts.<\/p>\n<p>12. After this, add an action to <strong>set variable<\/strong>. Select variable from name dropdown.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32275\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-32.png\" alt=\"map a contact in Power Automate\" width=\"553\" height=\"134\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-32.png 553w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-32-300x73.png 300w\" sizes=\"(max-width: 553px) 100vw, 553px\" \/><\/p>\n<p style=\"text-align: justify;\">Rename step. Set value from dynamic content. Under \u2018Find contacts with same domain as sender\u2019, select <strong>Contact<\/strong> which will store contact id in the variable.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32276\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-33.png\" alt=\"map a contact in Power Automate\" width=\"643\" height=\"253\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-33.png 643w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-33-300x118.png 300w\" sizes=\"(max-width: 643px) 100vw, 643px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32277\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-34.png\" alt=\"map a contact in Power Automate\" width=\"590\" height=\"359\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-34.png 590w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-34-300x183.png 300w\" sizes=\"(max-width: 590px) 100vw, 590px\" \/><\/p>\n<p style=\"text-align: justify;\">\u00a0As we have set the value as Contact of list row \u2018<strong>Find contacts with same domain as sender<\/strong>\u2019, \u2018Apply to each\u2019 control is set automatically on \u2018Set contact\u2019 action.<\/p>\n<p>13. Add a step to add condition control.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32278\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-35.png\" alt=\"map a contact in Power Automate\" width=\"503\" height=\"477\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-35.png 503w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-35-300x284.png 300w\" sizes=\"(max-width: 503px) 100vw, 503px\" \/><\/p>\n<p style=\"text-align: justify;\">Set condition to check if the value of contactid2 is same as contactid variable value or changed with the same domain as sender.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32279\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-36.png\" alt=\"map a contact in Power Automate\" width=\"1110\" height=\"256\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-36.png 1110w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-36-300x69.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-36-1024x236.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-36-768x177.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-36-660x152.png 660w\" sizes=\"(max-width: 1110px) 100vw, 1110px\" \/><\/p>\n<p>14. Under <strong>If Yes<\/strong> section, click Add an action. Go to <strong>My clipboard<\/strong>, the steps which were copied before (refer to step <strong>vi<\/strong>) are displayed. Select \u2018<strong>Create a record (don\u2019t rename this step)\u2019<\/strong> step. Copied step will get added.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32280\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-37.png\" alt=\"map a contact in Power Automate\" width=\"768\" height=\"523\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-37.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-37-300x204.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-37-660x449.png 660w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32281\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-38.png\" alt=\"map a contact in Power Automate\" width=\"656\" height=\"373\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-38.png 656w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-38-300x171.png 300w\" sizes=\"(max-width: 656px) 100vw, 656px\" \/><\/p>\n<p>15. Now open the step \u2018<strong>Create a record (don&#8217;t rename this step)2\u2019<\/strong>. Before specifying the required value in the\u00a0<strong>Customer (Contacts)<\/strong>, make sure that you remove the default mappings from\u00a0<strong>Customer (Accounts)<\/strong>, <strong>Customer (Contacts) <\/strong>and\u00a0<strong>Contact (Contacts)<\/strong>.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32282\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-39.png\" alt=\"map a contact in Power Automate\" width=\"517\" height=\"282\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-39.png 517w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-39-300x164.png 300w\" sizes=\"(max-width: 517px) 100vw, 517px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32283\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-40.png\" alt=\"map a contact in Power Automate\" width=\"627\" height=\"330\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-40.png 627w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-40-300x158.png 300w\" sizes=\"(max-width: 627px) 100vw, 627px\" \/><\/p>\n<p>15. Specify the required value in the <strong>Customer (Contacts)<\/strong>field i.e. contactid2 using dynamic content. You can rename the step as well.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32284\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-41.png\" alt=\"map a contact in Power Automate\" width=\"557\" height=\"373\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-41.png 557w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-41-300x201.png 300w\" sizes=\"(max-width: 557px) 100vw, 557px\" \/><\/p>\n<p style=\"text-align: left;\">Add another copied step i.e. \u2018<strong>Connect the record to the incoming activity (don\u2019t edit or delete this step)\u2019.\u00a0 <\/strong>Delete <strong>PrimaryEntityReference<\/strong> value. Set expression from dynamic content as, outputs (&#8216;Create_a_case_record_for_found_contact&#8217;)?[&#8216;body\/@odata.editLink&#8217;]\n<p style=\"text-align: justify;\"><strong><em>Note: Make sure in outputs, \u2018step name\u2019 should be the same as the previous step.<\/em><\/strong><\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32285\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-42.png\" alt=\"map a contact in Power Automate\" width=\"562\" height=\"221\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-42.png 562w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-42-300x118.png 300w\" sizes=\"(max-width: 562px) 100vw, 562px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32286\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-43.png\" alt=\"map a contact in Power Automate\" width=\"1030\" height=\"385\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-43.png 1030w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-43-300x112.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-43-1024x383.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-43-768x287.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-43-660x247.png 660w\" sizes=\"(max-width: 1030px) 100vw, 1030px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32287\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-44.png\" alt=\"map a contact in Power Automate\" width=\"618\" height=\"329\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-44.png 618w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-44-300x160.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/p>\n<p><strong>16. <\/strong>Save the Power Automate flow.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32288\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-45.png\" alt=\"map a contact in Power Automate\" width=\"1129\" height=\"654\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-45.png 1129w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-45-300x174.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-45-1024x593.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-45-768x445.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-45-660x382.png 660w\" sizes=\"(max-width: 1129px) 100vw, 1129px\" \/><\/p>\n<p style=\"text-align: justify;\"><em>Note: You can map an account but you should first remove the default mappings from the Customer (Accounts),\u00a0Customer (Contacts),\u00a0and Contact (Contacts)\u00a0boxes and specify only an account in the\u00a0Customer (Accounts).<\/em><\/p>\n<p style=\"text-align: justify;\">So now whenever any new email is received from an unknown sender, email activity will get created by tracking email in Microsoft Dynamics 365 CRM. Power Automate flow will get triggered and it will set the email id in \u2018<strong>Customer for email sender<\/strong>\u2019.\u00a0 Contact will get searched by provided email id and its contact id will be set in variable \u2018<strong>contactid\u2019<\/strong> and value of \u2018contactid\u2019 in \u2018contactid2\u2019. Domain will be stored in <strong>\u2018domain\u2019<\/strong> variable by using <strong>split()<\/strong> function on \u2018<strong>Customer for email sender<\/strong>\u2019 variable value.\u00a0 Thereafter, it will check the sender type, whether it is a contact or account. It will then execute <strong>\u2018If No\u2019<\/strong> block if the sender type is neither contact nor account.<\/p>\n<p style=\"text-align: justify;\">In \u2018If No\u2019 block, it will search for another contact with same domain using fetch XML query. If any contact with same domain of sender exists in the Dataverse, its contact id will be updated in the \u2018<strong>contactid2\u2019<\/strong> variable or else <strong>contactid2<\/strong> variable won\u2019t get updated.<\/p>\n<p style=\"text-align: justify;\">Now, it will check that the <strong>contactid2<\/strong> variable is not a match with <strong>contactid<\/strong> variable. If this condition satisfies, it will create a case with mapping the contact of the same domain using <strong>contactid2<\/strong> and on email activity, this case will be set as regarding.<\/p>\n<p style=\"text-align: justify;\">For example, let&#8217;s say we have received an email from Vin D who is not present in the Dataverse but his colleague Tiana is present in the Dataverse as a contact. In this case, it will map the contact Tiana as both belong to Company TK Pvt Ltd (i.e. Account).<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32289\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-46.png\" alt=\"map a contact in Power Automate\" width=\"1179\" height=\"565\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-46.png 1179w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-46-300x144.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-46-1024x491.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-46-768x368.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-46-660x316.png 660w\" sizes=\"(max-width: 1179px) 100vw, 1179px\" \/><\/p>\n<p style=\"text-align: justify;\">In the below screenshot, we can see that the contact <strong>Tiana K<\/strong> is set on the new case record \u2018<strong>Required Service for Mobile Support.<\/strong>\u2019<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32290\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-47.png\" alt=\"map a contact in Power Automate\" width=\"840\" height=\"661\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-47.png 840w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-47-300x236.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-47-768x604.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-47-660x519.png 660w\" sizes=\"(max-width: 840px) 100vw, 840px\" \/><\/p>\n<p style=\"text-align: justify;\">In Email Activity, regarding is set with new case record \u2018<strong>Required Service for Mobile Support<\/strong>\u2019.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32291\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-48.png\" alt=\"map a contact in Power Automate\" width=\"815\" height=\"631\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-48.png 815w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-48-300x232.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-48-768x595.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-48-660x511.png 660w\" sizes=\"(max-width: 815px) 100vw, 815px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32292\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-49.png\" alt=\"map a contact in Power Automate\" width=\"1260\" height=\"705\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-49.png 1260w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-49-300x168.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-49-1024x573.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-49-768x430.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-49-660x369.png 660w\" sizes=\"(max-width: 1260px) 100vw, 1260px\" \/><\/p>\n<p style=\"text-align: justify;\"><strong><u>Case II: Mapping a specified contact for an unknown sender<\/u><\/strong><\/p>\n<p style=\"text-align: justify;\">In Case I, we have seen mapping another contact with same domain if an email is received from an unknown sender. But, what if we don\u2019t find another contact matching the same domain? \u00a0To overcome this, we will set a particular contact to map the email received from an unknown sender.<\/p>\n<ul style=\"text-align: justify;\">\n<li>In the same Power Automate flow, for <strong>If No<\/strong> block of <strong>\u2018Is contact with same domain as sender\u2019<\/strong> step, configure the steps by following the step <strong>xii to xv as <\/strong>explained in <strong>Case I.<\/strong><\/li>\n<li>Only the field that needs to be updated is <strong>Customer (Contacts). <\/strong>Use the contactid variable to map for unknown senders.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32293\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-50.png\" alt=\"map a contact in Power Automate\" width=\"644\" height=\"462\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-50.png 644w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-50-300x215.png 300w\" sizes=\"(max-width: 644px) 100vw, 644px\" \/><\/p>\n<ul style=\"text-align: justify;\">\n<li><strong>Save<\/strong> the workflow.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">So now whenever any new email is received from an unknown sender, email activity will get created by tracking email in Microsoft Dynamics 365 CRM. Power Automate flow will get triggered and it will set the email id in \u2018<strong>Customer for email sender<\/strong>\u2019.\u00a0 Contact will get searched by provided email id and its contact id will be set in variable \u2018<strong>contactid\u2019<\/strong> and value of \u2018contactid\u2019 in \u2018contactid2\u2019. Domain will be stored in <strong>\u2018domain\u2019<\/strong> variable by using <strong>split()<\/strong> function on \u2018<strong>Customer for email sender<\/strong>\u2019 variable value.\u00a0 Thereafter, it will check the sender type, if it is a contact or account. It will then execute <strong>\u2018If No\u2019<\/strong> block if sender type is neither contact nor account.<\/p>\n<p style=\"text-align: justify;\">In \u2018If No\u2019 block, it will search for another contact with the same domain using fetch XML query. If any contact with the same domain of sender does not exist in the Dataverse, <strong>contactid2<\/strong> variable will remain as it is. It won\u2019t get updated.<\/p>\n<p style=\"text-align: justify;\">Now, it will check the value of <strong>contactid2<\/strong> variable should not be the same as <strong>contactid<\/strong>. If the value of both variables are the same, it will create a case by mapping the contact of id defined in the <strong>contactid<\/strong> variable and on email activity, this case will be set as regarding.<\/p>\n<p style=\"text-align: justify;\">For example, let&#8217;s say we have an email from the unknown sender \u2018Dale Philip\u2019. There isn\u2019t any contact having the same domain as of Dale. In this case, it will map to the user Niel George as the record id of Niel has been used to set in Customer (contact).<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32294\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-51.png\" alt=\"map a contact in Power Automate\" width=\"1393\" height=\"477\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-51.png 1393w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-51-300x103.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-51-1024x351.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-51-768x263.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-51-660x226.png 660w\" sizes=\"(max-width: 1393px) 100vw, 1393px\" \/><\/p>\n<p style=\"text-align: justify;\">In the below screenshot, we can see that the contact <strong>Niel George<\/strong> is set on the new case record \u2018<strong>Required Samsung M31 Mobile Support.<\/strong>\u2019<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32295\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-52.png\" alt=\"map a contact in Power Automate\" width=\"833\" height=\"694\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-52.png 833w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-52-300x250.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-52-768x640.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-52-660x550.png 660w\" sizes=\"(max-width: 833px) 100vw, 833px\" \/><\/p>\n<p style=\"text-align: justify;\">In Email Activity, regarding is set with new case record \u2018<strong>Required Samsung M31 Mobile Support<\/strong>\u2019.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32296\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-53.png\" alt=\"map a contact in Power Automate\" width=\"815\" height=\"641\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-53.png 815w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-53-300x236.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-53-768x604.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-53-660x519.png 660w\" sizes=\"(max-width: 815px) 100vw, 815px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32297\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-54.png\" alt=\"map a contact in Power Automate\" width=\"793\" height=\"769\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-54.png 793w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-54-300x291.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-54-768x745.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-54-660x640.png 660w\" sizes=\"(max-width: 793px) 100vw, 793px\" \/><\/p>\n<p style=\"text-align: justify;\"><strong><u>Case III: <\/u><\/strong><strong><u>Mapping a contact for a known sender. <\/u><\/strong><strong><u>\u00a0<\/u><\/strong><\/p>\n<p style=\"text-align: justify;\">We have seen how contacts get mapped for unknown senders in the above cases. Now let\u2019s see about the known sender.<\/p>\n<p style=\"text-align: justify;\">To map a contact for a known sender for which a record is already available in the CRM, follow the steps given below:<\/p>\n<p style=\"text-align: justify;\">In the existing Power automate flow, navigate to <strong>step vii<\/strong> explained in <strong>Case I<\/strong> i.e. <strong>Is email sender a contact or an account. <\/strong>Go to the \u2018If Yes\u2019 block of <strong>Is email sender a contact or an account.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32298\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-55.png\" alt=\"map a contact in Power Automate\" width=\"1217\" height=\"661\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-55.png 1217w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-55-300x163.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-55-1024x556.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-55-768x417.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-55-660x358.png 660w\" sizes=\"(max-width: 1217px) 100vw, 1217px\" \/><\/p>\n<p style=\"text-align: justify;\">The step \u2018<strong>Is email sender a contact\u2019<\/strong> is a <strong>Condition Control<\/strong> which identifies which block of actions to execute based on the evaluation of condition input. It evaluates type of sender whether it is contact or not.<\/p>\n<p style=\"text-align: justify;\">Follow similar steps from <strong>xii to xv<\/strong> for <strong>If yes<\/strong> and <strong>If no<\/strong> blocks of \u2018<strong>Is email sender a contact\u2019<\/strong> from\u00a0 <strong>Case I<\/strong>.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32299\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-56.png\" alt=\"map a contact in Power Automate\" width=\"1081\" height=\"582\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-56.png 1081w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-56-300x162.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-56-1024x551.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-56-768x413.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-56-660x355.png 660w\" sizes=\"(max-width: 1081px) 100vw, 1081px\" \/><\/p>\n<p style=\"text-align: justify;\"><strong>If Yes<\/strong> block :<\/p>\n<ul style=\"text-align: justify;\">\n<li>The step \u2018<strong>Retrieve sender contact\u2019<\/strong> retrieves the contact from contacts with the help of contact id.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"size-full wp-image-32300 aligncenter\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-57.png\" alt=\"map a contact in Power Automate\" width=\"541\" height=\"262\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-57.png 541w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-57-300x145.png 300w\" sizes=\"(max-width: 541px) 100vw, 541px\" \/><\/p>\n<ul style=\"text-align: justify;\">\n<li>Rename the step <strong>Set parent customer of sender as customer<\/strong> to <strong>Set contact as customer. <\/strong>Remove the value of <strong>Value <\/strong>field.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"size-full wp-image-32301 aligncenter\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-58.png\" alt=\"map a contact in Power Automate\" width=\"556\" height=\"146\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-58.png 556w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-58-300x79.png 300w\" sizes=\"(max-width: 556px) 100vw, 556px\" \/><\/p>\n<ul style=\"text-align: justify;\">\n<li>Set <strong>Value<\/strong> from Dynamic Content. Select <strong>contact<\/strong> under <strong>Retrieve Sender Contact<\/strong>.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32302\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-59.png\" alt=\"map a contact in Power Automate\" width=\"937\" height=\"344\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-59.png 937w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-59-300x110.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-59-768x282.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-59-660x242.png 660w\" sizes=\"(max-width: 937px) 100vw, 937px\" \/><\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-32303 aligncenter\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-60.png\" alt=\"map a contact in Power Automate\" width=\"555\" height=\"144\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-60.png 555w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-60-300x78.png 300w\" sizes=\"(max-width: 555px) 100vw, 555px\" \/><\/p>\n<ul style=\"text-align: justify;\">\n<li>In a record for existing contact step, Set <strong>Customer (Contact)<\/strong>. Type \u201ccontacts()\u201d. In bracket, set variable \u2018<strong>Customer from email sender<\/strong>\u2018 from dynamic content.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"size-full wp-image-32304 aligncenter\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-61.png\" alt=\"map a contact in Power Automate\" width=\"552\" height=\"299\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-61.png 552w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-61-300x163.png 300w\" sizes=\"(max-width: 552px) 100vw, 552px\" \/><\/p>\n<ul style=\"text-align: justify;\">\n<li><strong>Save<\/strong> the workflow.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><strong>If No<\/strong> section :<\/p>\n<ul style=\"text-align: justify;\">\n<li>In <strong>Set account as customer, <\/strong>clear value of the <strong>Value<\/strong> And set new value to <strong>Sender(value) <\/strong>from dynamic content.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32305\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-62.png\" alt=\"map a contact in Power Automate\" width=\"558\" height=\"141\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-62.png 558w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-62-300x76.png 300w\" sizes=\"(max-width: 558px) 100vw, 558px\" \/><\/p>\n<ul style=\"text-align: justify;\">\n<li>In a record for existing account step, Set <strong>Customer (Account)<\/strong>. Type \u201caccounts()\u201d. In bracket, set variable \u2018<strong>Customer from email sender<\/strong>\u2018 from dynamic content.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32306\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-63.png\" alt=\"map a contact in Power Automate\" width=\"557\" height=\"258\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-63.png 557w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-63-300x139.png 300w\" sizes=\"(max-width: 557px) 100vw, 557px\" \/><\/p>\n<ul style=\"text-align: justify;\">\n<li><strong>Save<\/strong> the workflow.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">So now whenever any new email is received from a known sender, email activity will get created by tracking email in Microsoft Dynamics 365 CRM. Power Automate flow will get triggered and it will set email id in \u2018<strong>Customer for email sender<\/strong>\u2019.\u00a0 Contact will get searched by provided email id and its contact id will be set in variable \u2018<strong>contactid\u2019<\/strong> and value of \u2018<strong>contactid\u2019<\/strong> in \u2018<strong>contactid2\u2019<\/strong>. Domain will be stored in <strong>\u2018domain\u2019<\/strong> variable by using <strong>split()<\/strong> function on \u2018<strong>Customer for email sender<\/strong>\u2019 variable value.\u00a0 Thereafter, it will check the sender type, if it is a contact or account. It will execute <strong>\u2018If Yes\u2019<\/strong> block if sender type is either a contact or account.<\/p>\n<p style=\"text-align: justify;\">In \u2018If Yes\u2019 block, it will check again with another condition that if it is of type contact or not. If Yes, it will create case with mapping the contact of id defined in a \u2018<strong>Customer from email id\u2019<\/strong> variable and on email activity, this case will be set as regarding. Otherwise, it will create case by mapping the account of id defined in a \u2018<strong>Customer from email id\u2019<\/strong> variable and on email activity, this case will be set as regarding.<\/p>\n<p style=\"text-align: justify;\">For example, lets say we have an email from a known sender \u2018Elma Smith\u2019. There is a contact record for Elma Smith in a Dataverse. In this case, it will map to the contact itself i.e Elma Smith.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32307\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-64.png\" alt=\"map a contact in Power Automate\" width=\"1160\" height=\"433\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-64.png 1160w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-64-300x112.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-64-1024x382.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-64-768x287.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-64-660x246.png 660w\" sizes=\"(max-width: 1160px) 100vw, 1160px\" \/><\/p>\n<p style=\"text-align: justify;\">In the below screenshot, we can see that the contact <strong>Elma Smith<\/strong> is set on the new case record<\/p>\n<p style=\"text-align: justify;\">\u2018<strong>Need Mobile Support.<\/strong>\u2019<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32308\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-65.png\" alt=\"map a contact in Power Automate\" width=\"812\" height=\"667\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-65.png 812w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-65-300x246.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-65-768x631.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-65-660x542.png 660w\" sizes=\"(max-width: 812px) 100vw, 812px\" \/><\/p>\n<p style=\"text-align: justify;\">In Email Activity, regarding is set with new case record \u2018<strong>Need Mobile Support<\/strong>\u2019.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-32309\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-66.png\" alt=\"map a contact in Power Automate\" width=\"824\" height=\"633\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-66.png 824w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-66-300x230.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-66-768x590.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-66-660x507.png 660w\" sizes=\"(max-width: 824px) 100vw, 824px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-32310\" style=\"border: 2px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-67.png\" alt=\"map a contact in Power Automate\" width=\"1228\" height=\"631\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-67.png 1228w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-67-300x154.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-67-1024x526.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-67-768x395.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/07\/map-a-contact-in-Power-Automate-67-660x339.png 660w\" sizes=\"(max-width: 1228px) 100vw, 1228px\" \/><\/p>\n<h2 style=\"text-align: justify;\"><strong>Conclusion<\/strong><strong>:<\/strong><\/h2>\n<p style=\"text-align: justify;\">In this way, the customer service team can easily map a contact for known\/unknown senders by using Power Automate flow for the rules that are created for creating or updating case records automatically.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/kanban-board-dynamics-365-crm\"><img decoding=\"async\" class=\"aligncenter wp-image-30918 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/kb.jpg\" alt=\"Kanban Board\" width=\"800\" height=\"200\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/kb.jpg 800w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/kb-300x75.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/kb-768x192.jpg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/kb-660x165.jpg 660w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Service Provider companies manage cases to provide support or service to customers with resolution to the incident reported by the customer. With the help of\u00a0automatic record creation and update rules, external source data can be captured to create Dataverse records which help to reduce manual efforts and improve the efficiency of service. For example,\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2022\/07\/manually-map-a-contact-in-power-automate\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1985,2361],"tags":[1975],"class_list":["post-32243","post","type-post","status-publish","format-standard","hentry","category-power-automate","category-technical","tag-power-automate"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/32243","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=32243"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/32243\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=32243"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=32243"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=32243"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}