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.
Related
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'm trying to change the subject of email alerts generated by TFS 2015. So far, I figured out, where to find the template of the email body at
c:\Program Files\Microsoft Team Foundation Server 14.0\Application Tier\TFSJobAgent\Transforms\1033\BuildCompletedEvent.xsl
However, I still got no clue, where the subject of the email is set. Can anyone provide a hint?
Thanks in advance
We can only customize the format for TFS email alerts by default. The event service uses the .xsl and the plaintextXsl files to transform the XML data for an event into an e-mail message. Edit the .xsl file to get a different format for the email notification.
The content of the emails that are issued is automatically generated from the TeamFoundation.xsl file and BuildCompletedEvent.xsl. Modifying the TeamFoundation.xsl file is not recommended. You need to subscribe to the Event Service and create your own e-mails as DaveShaw mentions.
It is not allowed to modify email subject via modifying the email template in TFS2015.
You have to subscribe to TFS events via API, this method gives the option to set email subject you want. Check this blog for further information: http://geekswithblogs.net/BobHardister/archive/2013/07/24/tfs-2012-api-create-alert-subscriptions.aspx (The blog is written for TFS2012, applies to TFS2015 as well)
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 want to sent a email every time a email from a particular template is send in Dynamics CRM 2011. I tried to use a workflow :
When a mail is created, i tried to add a condition to check the template of the mail which has been sent, but I can't find the condition on the template in the differents conditions available
Any Suggestions to create such a workflow?
You can try base your filter on a keyword in the subject of the mail. Can you try this ?
I found several examples of sending a single email attachment using zend_mail. But I cannot figure out how to send multiple attachments. Can someone share how to do this if it is possible. I have sendmail installed on the server.
Yes its possible to send more than one attachment in a Zend_Mail_Message.
Depending on what method you use for creating attachments, just call $mail->createAttachment() once per attachment, or create all of your attachments as Zend_Mime_Part objects and call $mail->addAttachment($part) once for each attachment.
See Zend Mail Attachments for examples. Just repeat the example once for each file you want to attach.