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).
Related
I have a customer with multiple users, they have two emails accounts on two differents domains.
One is managed by Office365 : Teams / Calendar, example : #my-business.com
Second is for "secure" communication, exemple : #my-secure-email.com
The second one is really not used very often but the emails sent or received must absolutely not go on Office365 (legal reason)
I want to force user to send emails to *.#my-secure-email.com with second account.
With "on-send Feature" i think i can "block" emails but ideally it should be possible to dynamically change the account used in Outlook according to the recipient's address ?
EDIT to clarify :
Is it possible to change sender account with office-js and "on sender" feature on office365 ?
Is it possible to change sender account direclty in Outlook for Windows based on recipient address ?
Thanks
Guldil
Is it possible to change sender account with office-js and "on sender" feature on office365 ?
No, it is not possible. OfficeJS doesn't provide anything for that.
Is it possible to change sender account direclty in Outlook for Windows based on recipient address ?
Yes, you can choose the sender's account in Outlook manually or by using a VSTO add-in instead. The MailItem.SendUsingAccount property is available in the Outlook object model (available for VBA macros and COM based add-ins). The property allows setting an Account object that represents the account under which the MailItem is to be sent.
But web add-ins work under the context of currently selected item only (or in case of UI-less add-ins what they activated for) and don't provide access to application-wide features like choosing email account to send from.
You can post or vote for an existing feature request on Tech Community where they are considered when the Office dev team go through the planning process. Use the github label: Type: product feature request at https://aka.ms/M365dev-suggestions .
I would like to know if it is possible to associate some customs actions for contacts that satisfy some particular conditions. For example, if the contact has Linkedin profile specified, i would like to show it in its contact window. I don't know if contact window allows such type of customization or not. I have tried it but I haven't been able to achieve it. Could you confirm if such level of customization is possible?
Below an screenshot of the window I am interested in:
You can create a form region in Outlook where you could display the required information about the contact item. Read more about Outlook form regions in the Walkthrough: Design an Outlook form region article.
If that information is absent on the contact item you may prevent the form region from displaying, see How to: Prevent Outlook from displaying a form region.
Be aware, Outlook has already delivered a solution for integrating contacts with LinkedIn profiles. The LinkedIn Outlook Connector lets you add your LinkedIn account to Outlook and displays your connections in the Contacts section of the application. It also provides ways to add new connections through email, and keeps you up-to-date with the status updates of your connections. You can remove the add-in if you no longer want LinkedIn integrated with Outlook.
Read more about social connectors for Outlook in the Outlook Social Connector 2013 provider reference section.
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.
If a customer schedules a service activity using my web application and I want to send them an automated confirmation email, it seems I have two options:
Have the workflow create and send a new email message. On this view (see below), you can use fields from related entities on the service activity (e.g. the customer's first name).
Have the workflow use an email template. It seems that email templates do not allow you to access fields from a related entity, like first name, so the only option here is to address the customer by their FULL name.
Are there any solutions that I missed, or am I stuck with the first option if I want to address the customer in a personal, natural way on this automated email?
Unfortunatly, the CRM is pretty limited on that aspect. The best workaround is to add the firstname to the Service Activity entity. May suit you or not. Otherwise, it is achievable through a the SDK, but that's much more complicated if you don't already use it.