I was able to create a workflow that sends a document to a contact when a certain condition occurs.
What I want to do, is to automatically "close" the case or opportunity when the contact sign the document and the document "gets back" to the crm.
Is it possible? So far I see the document signed in the "notes" area.
You can have a Workflow or plugin to trigger on create of Signed document from Docusign in Notes (Annotation). In there update the status of Case or Opportunity entity.
Related
I have a process which triggers when a case is assign, the process send an email to the case owner with the content of the case which also include a dynamic link to the case assigned. I could achieve it in CRM 2011 however I don't see any option to insert dynamic link in CRM 365. Any help on this would be really appreciated.
Using template in workflow does not have this hyperlink option, but direct Email message will have.
Refer this community discussion for the different implementation ideas.
Dynamics CRM OOB does not support adding Record URL (Dynamic) to email template!
There is workaround, by adding a new custom field to the case entity, then create a workflow to fire on case create which updates the new field to be a Record URL (Dynamic), then simply add this field to your email template and attach the email template to your workflow
I'm using Dynamics CRM 2015 (7.0.2.53) and Outlook 2016 (16.0.7766.7080) with the CRM for Outlook (7.1.1.3113) addin.
What I am trying to achieve is to give users the ability to specify an Activity Category against an email which they Track and Set Regarding from Outlook.
Currently, upon tracking and setting regarding on an email in Outlook, an Email Activity is created against the specified Entity record (let's say an Opportunity) in CRM, which is fine. The problem is that I cannot find any way to allow the user to specify an Activity Category for that created Activity either during the Track/Set Regarding process, or even after the Activity is created in CRM.
Is what I'm trying to achieve possible and if not, is there any other way to achieve a similar result, so that users can specify some value from a set of options against an email when they track it from Outlook to CRM, so that value can then be used for reporting purposes?
Basically there is no way of adding some custom functionality to Tracking Emails from Outlook. So you cannot add anything in Outlook plugin that will allow you to perform some operation on CRM side to set the Category right.
You can always make a plugin/workflow on Email creation in CRM and based on some email properties (topic, content, recipients etc.) set this category by youself - but of course users still will be unable to change it.
When email is created in CRM, it's disabled (because it usually already has been sent), but you can still modify it using workflows and dialogs. So you can always create a Dialog (https://msdn.microsoft.com/en-us/library/gg509010.aspx) and there you can prompt for proper category and set it on the email. So I can see a scenario like that - you have a view of Emails that are not categorized (or a Queue, where you put them in a plugin when user is tracking email from outlook). You pick Email, click "Start Dialog" which will be called "Set Category" or whatever, and set the category. Of course after this operation Email will vanish from the view. You can always create a reminder for the users to set the category for their mails, this should be included in new users training etc. Without any hardcore custom coding I think that's the only thing you can do (because if you don't mind writing more complex stuff you can always prepare some custom HTML5 control on Email form that will allow you to set the category field).
When sending emails from Dynamics CRM, we want to send e-mails to only accounts and contacts. However, the built-in e-mail activity entity allows for users and leads to be added to the recipients as well.
According to Dynamics CRM Activity Parties, there are 12 types of activity parties. The ToRecipient type "specifies the recipient in the To field" and you can select Account, Contact, Lead and User. On the same page, there is a Customer party type from where you can select only Account and Contact.
According to Activity Party Entity, the Customer party list is not available as a party list for the e-mail entity. We'd prefer to use the built-in e-mail entity instead of customizing our own, so it seems to me that the remaining option is to limit the ToRecipient party list to Accounts and Contacts. Can this be done, and have I missed other ways to get around this issue?
I have gotten the same request before, but couldn't find a great way to limit this. You could throw an error upon creation through a plugin if they add a party of a different type. See the link below for an example that could get you started.
How to get the Contact Guids from a PartyList in a Plugin?
You can add a CustomView to a lookup field. The partylist is a lookupfield, so this should work, although I think it will need some thought.
Sorry for not being able to provide a full answer but maybe the addCustomView will give you some light.
I have a marketing list consisting of selected contacts which we would like to send emails to.
Each contact has an Account Manager field (which is a system user).
Our marketing team would like to send all contacts in a list an email which should be addressed from the account manager (system user) email address.
We are using a document generation solution called Xperido. I am using a standard template to try accomplish this. Looking at the email settings configuration, you cannot specified an address from a secondary entity. The only address that you can use must be defined in the primary entity.
I have looked on the net and cannot find any example of this. Has anyone done this before or can suggest another product which is capable of this? Any advice is appreciated.
Thanks in advance
If you have XperiDo version 3.2 you can do this by going to your XperiDo Management Console in CRM. First edit your dataset in that way that the linked Account manager (of the contacts) is fetched. Then select Templates and edit the template that you want to send out to the contacts. Go to More Settings and click the pencil next to E-mail settings
Then you should see the following screen where you select in the From part: Data set field (this can be set as default by selecting the star on the right of the label) and then select the emailaddress field of the account manager.
Then during the document generation itself select the template that you want to be mailed and on the Set Output Parameters tab you can select E-mail as delivery format and you can also choose to set there the right E-mail addresses as you can see in the following image.
This method can also be used to set the To field of the e-mail section in XperiDo.
I'm creating an application that, based on a webform, creates an Account in MS Dynamics CRM 2011. If everything is going fine and the account is created succesfully, I want to send the manager an e-mail containing a direct link to the newly created Account.
Currently I'm using something like: https://mycrm.com/main.aspx?etc=1&id=%7B2FCE55B6-9513-E211-BAA7-001DD8B71E5F%7D&pagetype=entityrecord. However, if I put this link in an e-mail it will open a new browser window to view the page. The client uses CRM from Outlook so I was wondering if there is a way to directly send Outlook to the created account using a generated link?
Maybe you should reconsider your (your customer's) workflow. Why are you sending an email in the first place? If it is because you want the manager to do something with the account (confirm, approve, accept, review ect.) then you should probably consider creating a task in stead named "review new account". You can assign that task to the manager and that will give a "link" in outlook that points to the account. Also you can track the completion of the task and act on that e.g. changing the "account status" from "under review" to "active".
Its just a thought.
IMO you should stay away from using emails internally as they are very hard to act on in CRM.