Requirement is to Import All Contact, Account and it's related activities to export from Sugar CRM.
And after export data from Sugar CRM, these files will imported to CRM.
How we can import Email from Sugar CRM without database access?
Thanks
Anand
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I'm currently testing multiple user profiles for a new system.
These users will all be using outlook.com, and an outlook plugin.
I need to test about 5 different profiles/addresses for outlook.com. I've been barred from creating more accounts.
What is your solution when testing multiple email profiles/accounts, where a few developers would need access.
Thank you
I'm going to create Microsoft aliases and use mailbox filtering for my testing.
https://support.microsoft.com/en-au/help/12407/microsoft-account-manage-aliases
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 am creating a website in sharepoint online office 365. I want to add a subscription module in this website so that an email can be sent to user as well as admin. Can any one help me how to do it?
Hi
Can this be helpfull, just add the fields that u want..
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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.
Does anybody have resources on multivariant email testing in Dynamics CRM?
Multivariant email being where an organization wants to segment their contacts and send separant variations of an email campaign to different segments in their organization?
You should create a marketing campaign and segment the people out by Marketing Lists. Then create specific campaign activities for each marketing list that is added to the campaign.
Like Focus is saying Marketing Campaign is the solution.
If you want resources on the Marketing portion of CRM take a look at
http://www.redware.com/mscrm/ms_crm_handbook/microsoft_crm_marketing.html
It contains all explainations on how to create and distribute email campaigns.