Create a new case from an email message in Microsoft Outlook

task brazil Updated Sep 10, 2026 1 min read create-new-case.md
Raw file servicenow.com

If a customer whose contact details are available sends an email stating an issue, you can easily create a customer service case.

Before you begin

Role required: sn_customerservice.contact_manager and sn_csm_proxy_cont

Procedure

  1. Open the email message you received from a customer.

  2. On the Microsoft Outlook Home tab, click View in ServiceNow.

    The Outlook add-in panel opens in the right pane.

  3. Click the more icon ([Omitted image "more_icon.png"] Alt text: More icon.).

  4. Select Create Case from the menu.

  5. Fill in the case details on the case form.

  6. Click Submit.

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