I am thinking of methods to shorten the process flow via PowerApps. Current process flow as follows:-
Receive invoice from Outlook
Save invoice in desktop item
Populate the "Invoice Processing Form"Invoice Processing Form
to fill up "Project name" and "Verified By" and "Approved By"
Screenshot the approval form from excel
Invoice with approval processing form
Import the PDF with imported image to Docusign
Place the authorized signatories in order
message for the said document to be emailed
Title
Send
[Approval]
Each personnel will approve the document in Docusign at the designated signatory in the order
PDF with signatures will be generated and received from Outlook, sender is Docusign email
Download PDF with signature and send to finance via Outlook.
Would greatly appreciate your feedback on how to shorten/automate this process.
I'd like to generate an actionable message sent to each person in my organization with calendar information. Ideally, it would do the following for each person:
1. Display the appointments from that person's calendar for that day
2. Place a checkbox next to each so the person can indicate if he or she will attend, along with a "submit" button.
I don't have administrative access to each person's calendar so my code can't retrieve each person's calendar information. My hope is the Actionable Message on the client can perform the action of retrieving each person's data and showing it to them. All the mailboxes are in Office 365.
Is something like this possible?
We have an enterprise web api that generates a custom coupon barcode for based on customer id or email.
The Dynamics 365 email activity can send out rich emails; we want to insert custom barcode image into the email.
I have already added a button to this ribbon of this page so that it call open a popup window that can execute my javascript.
But I need to get the email address of the recipient in the "To" field of the email. How do I get this field?
When you are opening the popup, you can send the contact detail in param. Or you can read the parent form fields like discussed here based on your implementation.
Either way, you have to get the activity party list from To field & again you have to make a service call to pull email address. Because only Id & Display Name will be readily available in party list or lookup. Everything else has to be retrieved from server.
In C#, is there a way to send a "vCalendar/ics" meeting request that can be accepted/declined automatically in user's outlook calendar? Here, the auto acceptance or decline to happen for a specific sender's email address. I have tried PARTSTAT=ACCEPTED/DECLINED, Nothing works.
We have server-side synchronisation set up for our Dynamics 2016 on-premise instance, and it is correctly sending emails from a Case, and tracking replies from the customer. However, when an internal user replies using Outlook (without the CRM add in), their responses aren't being tracked. This means that the email conversation consists of an initial "outgoing" email, followed by only incoming responses.
The full scenario is:
Internal user sends an email from a CRM Case. Email tracked in CRM
Customer replies to email. Reply tracked in CRM and goes to internal user's Outlook
Internal user sends a reply from their Outlook. Reply is not tracked in CRM
Customer replies to email. Reply tracked in CRM and goes to internal user's Outlook
Is it possible to allow the Internal user's replies (point 3) to be tracked in CRM without installing the Outlook add in (i.e. so it also works from the Web/mobile versions of Outlook)?
I believe you cannot do this without Outlook client as per Jukka.
Without the CRM Outlook client you can’t get the information into CRM without copy-pasting it from one window to another in the aforementioned scenarios. No synchronization technology will help you here, since CRM is unaware of the item until it has been brought into its world. The “Track” button is a client-side feature that you can’t utilize with any server-side solution, which means there’s no way for a user to select an email, appointment, task or contact from the Exchange server that he or she would like to promote into a record in CRM. Since the the record wasn’t “born in CRM”, it just can’t find its way there.
Last resort would be Smart matching with Tracking token, which may help you in this scenario.
Update:
Customer reply is going to reach CRM through a monitored queue. You can read a lot & get clarity from the above link.
Deploying a solution like the CRM 2013 the server-side synchronization will take care of moving items like calendar appointments and contacts back and forth between the end-user client device and the central CRM database, but it only applies to items that already exist in the realm of CRM. What I mean by this is that the item was either originally created directly in the CRM application or it was received via a monitored location like an email queue.
Your expectation is right, it should be tracked. I would open a ticket with MS & solve this.
Once the item is in CRM, server-side sync can take care of tracking the subsequent updates to it. A re-scheduled tracked appointment will get updated with the new date, regardless of whether you change the date via CRM or your mobile phone calendar that’s linked to Exchange. An email thread with a tracked message and a tracking token ID injected into the email subject line will have the next replies automatically synchronized into CRM
I have heard back from our Microsoft Partner, and they say that this scenario isn't possible. By design, it'll only track incoming emails to CRM, or outgoing if sent from within CRM itself.