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.
Related
I want to learn different ways how you guys handle incoming emails in Dynamics CRM.
How you make sure that everyone is responding to their emails?
Can we filter incoming emails to get the ones which are not yet
replied? On daily basis we are getting a lot of emails and we want
to have a filtered view where we can only see the emails which are
not yet replied yet.
How you deal with incoming emails which are sent to sales#
accounting# etc.
3A. How you distribute them among different users?
Assigning to them?
Forwarding to them?
3B. And how you make sure that they are replying to those emails?
I will appreciate if you I can learn from your experience on this subject
Use the existing Customer Service module which Microsoft has built for this purpose. Incoming emails create Case records, which are actionable items with associated statuses.
How you make sure that everyone is responding to their emails?
Set up workflows so that unassigned cases cause escalation of some sort (i.e. an email sent to a manager)
Can we filter incoming emails to get the ones which are not yet replied? On daily basis we are getting a lot of emails and we want to have a filtered view where we can only see the emails which are not yet replied yet.
Filter by Case status
How you deal with incoming emails which are sent to sales# accounting# etc.
- How you distribute them among different users?
You can set up routing logic so that cases are tagged with specific attributes, or assigned to specific users based on what address the originating email targeted.
Assigning to them?
This is out of the box case functionality
Forwarding to them?
Set up a workflow to send an email to the case owner or other user
And how you make sure that they are replying to those emails?
A simple option is to review the email history associated with the case. Automating this task is certainly possible but can get complicated.
You could add each email into a queue, and have users process emails out of the queue.
There is a setting to enable this on the entity configuration with the customisations area.
Emails when tracked or synchronised then appear within Dynamics within the queue.
Users then process the queue. This also caters for the scenario where emails do not need a reply - they can be removed from the queue. In this model, the emphasis switches from checking emails are replied to, to checking queues are cleared.
Reply email are linked back to the original email via the Parent Activity Id. So you could build a filter around this.
Create a queue for these to receive email.
The email address that you enter in the Incoming Email field receives all messages sent to the queue.
A) Users can pick items from the queue, a team leader can assign queue items to others, or use bespoke customisation or development to automatically route items.
B) As above.
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.
I would like to know if there is a way from an email sender side to specifically ask Gmail not to take into account an email while trying to generate an event.
This is because one of our emails sends information about an abandon purchase and it is currently automatically generating an event on the user's calendar. This generates a problem for the user because he does not actually has a reservation.
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 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.