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Fabio Nogarotto's avatar
Fabio Nogarotto
Copper Contributor
Feb 03, 2021
Solved

From group email to group activity

Hello all,

a customer has the following need: whenever a seller gests an important email (aka a request for quotation) or sends a quotation to a customer, they want all the sellers to be informed.

I suggested to create a shared mailbox, accepting emails only from the inside of the company, and forward emails to that account.

They would like to move this one step forward, and have some emails start an activity, assign it to people, track if it is done, and so on.

I suggested to use a flow to automatically create a Microsoft Planner when an email is flagged for activity.

Is there another solution or another Microsoft Office 365 application suitable to create, assign and track activities for a group of people?

 

Thank you very much, 

Fabio

  • Hi Fabio Nogarotto,

     

    you have 2 options:

    1) Power Automate (former MS Flow)

    2) Outlook add-in 

    Which one is better fit in your case depends on user's preferences (should it work on mobile devices etc).

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