Dynamic Developer Solutions

Automated Email-to-Lead Processing in Dynamics 365 Summary For an Australian linen manufacturing and dry-cleaning business, customer and prospect enquiries often begin with something as simple as an email. Whether the enquiry comes from an existing customer, an existing contact, or a completely new prospect, the challenge is the same: how do you turn an unstructured email into a structured CRM process without requiring someone to manually create a Lead every time? The traditional process required incoming enquiries to be monitored, reviewed, and manually converted into Dynamics 365 records. This introduced unnecessary administrative effort and created opportunities for enquiries to be missed, delayed, or inconsistently recorded. To address this, I implemented an automated email-to-lead process using Microsoft Dynamics 365, Dataverse, queues, server-side synchronization, and a custom C# Dataverse plugin. The solu...