Can I configure Dynamics CRM 2015 to email notifications upon bulk delete jobs without code?
Out of box option is there for sending job completion notification email to scheduler as well as extra recipients.
That email will include direct link to bulk deletion job also.
Related
I scheduled some emails through SendGrid without using the "batch" functionality and I would like to cancel them. It doesn't seem like there is a cancel function through the api if not done using the batch functionality.
Is there a way to ensure that the emails fail to send at their scheduled time by doing some hackery, like: temporarily blocking/blacklisting email addresses, closing the account entirely, revoking keys, changing dns entries, etc?
You can stop the scheduled emails by canceling the schedule. You can find more information here. If the schedule has started and you want to stop the emails from being sent then you may need to clear the Sendgrid Queue. More information - Link.
My task is make auto tracking emails from Outlook to CRM.
Now user can track emails only manually, when going to the message and click Dynamics->Track, but I need to do it automatically, and outgoing mail must tracked in CRM when user send it from Outlook (users don't want to send emails from CRM, they are all using only Outlook Web, Outlook desktop client and Outlook for Mac).
I find an answer is to make folders and auto track that folders, but the limit of this folders is 25 and this is too few for us.
Maybe some one know the desigion of auto tracking emails?
Your issue as i see it is that CRM has no knowledge of an email sent from the outlook web mail client to an external address, and therefore cannot track it.
I think you can accomplish what you need using some Exchange gymnastics (I'm more of a CRM than an Exchange guy but believe the following should work).
Create the following new mailboxes: auto-tracked#acme.com; auto-tracked-preprocess#acme.com;
Create a new Queue in CRM: auto-tracked#acme.com
Create an exchange rule to forward all outgoing emails to the auto-tracked-preprocess#acme.com mailbox.
(http://www.oxfordsbsguy.com/2013/03/09/how-to-copy-incoming-or-outgoing-emails-to-another-mailbox-in-exchange-2007-or-2010/)
Create an additional rule to process the emails hitting the auto-tracked-preprocess#acme.com mailbox to do the following:
(https://technet.microsoft.com/en-us/library/jj919237(v=exchg.150).aspx)
Add auto-tracked#acme.com as a cc recipients to the email
Redirect the email to crm-tracked#acme.com
Configure the Email Router or Server Side Sync to track all emails send to auto-tracked#acme.com
Unfortunately you cannot just bcc the emails to the auto-tracked mailbox as CRM requires that someone on the to or cc list be a CRM User or Queue.
The solution is to cause the emails you wish tracked to be cc'd to a tracked mailbox. The email should then be tracked in CRM with the correct senders and recipients. The caveat is that you will have crm-tracked#acme.com as a reciepient on all of these emails.
I have a Microsoft Dynamics CRM 2011 deployment that has workflows that send e-mails to users. The e-mails were being sent as normal before but they suddenly stopped working.
If I manually create an e-mail entity or trigger a workflow by hand the mails are sent as expected. However when they are automatically triggered the status of the e-mail is still marked as sent but they are not sent to user.
I tried restarting the e-mail router to no avail.
When a background workflow is triggered, it will run as the owner of the workflow. When it is manually triggered, it will run as the user who manually triggered it.
Check to make sure the owner of the workflow has correct email router settings. You could also assign the workflow to yourself since you know your email settings are working.
we are using CRM Online. we have a few automatic workflows that generate emails from user that created an activity that kicks of the WF, to a contact within CRM. these generated emails automatically become email activities in CRM.
is there a way to prevent that? prevent these CRM generated emails from becoming activities?
thanks,
Inna
Slightly confusing question, to clarify you want to:
Send an email from CRM.
Don't show the email activity record in CRM.
If you want CRM to send an email it will always create an email activity.
So its just a case of getting rid of the email activity after the email is sent, you could:
Create a custom workflow activity/plugin to delete the email activity immediately after it is sent.
Setup a bulk delete job to remove the email activities on a regular basis. See Delete data in bulk.
I have a pretty standard workflow in my Dynamics CRM 2011, which sends email when new entity is created. Now, before email is sent, I'd like to attach some attachments by plugin.
Is it possible to capture some before-send event on email activity, so I could create plugin that before email is sent, do some check on created message, attach files and send it?
Edit:
Files fetched by web service from another system, they are not attachements of other entities in CRM.
CRM will create the email and then send it, as two separate actions. So you should be able to add code to a post-create plugin on the email entity which adds the attachment. Presumably your workflow will add some flag to the email so your plugin knows which attachment to add to which email.
There are two messages on Email entity: Send and SendFromTemplate. You should be able to create PreSend or PreSendFromTemplate plugins and attach files.