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.
Related
I am creating an addin for Outlook.
I want to check some text on sending, but im not sure how to reference it
The text is in the image below and says “Attachment will be sent using...”
If the text equals the text displayed, i want to do something.
Thanks for any advice.
The Outlook object model doesn't provide anything for reading mail tips. But you may consider using EWS for getting mail tips. See Using MailTips in EWS to get the OOF (Out of Office) Status of users with C# and Powershell for the sample code.
FYI MailTips are informative messages displayed to users in the infobar in Outlook Web App and Outlook 2010/2013/2016 when a user does any of the following while composing an e-mail message:
Add a recipient
Add an attachment
Reply or Reply all
Open a message from the Drafts folder that's already addressed to recipients
To configure MailTips for mailboxes, external contacts, and distribution groups, in the Exchange Control Panel, select the mailbox, external contact, or distribution group, click Details, and then in the MailTip section, create the MailTip.
To configure MailTips for mail users and dynamic distribution groups, in Windows PowerShell, use the MailTip parameter on the Set-MailUser and Set-DynamicDistributionGroup cmdlets.
Regardless of whether you use the Exchange Control Panel or Windows PowerShell, two things always happen when you add a MailTip to a recipient:
HTML tags are automatically added to the text. For example, if you enter the following text: This mailbox is not monitored. The MailTip automatically becomes the following: <html><body>This mailbox is not monitored.</body></html>
The text is automatically added to the MailTipTranslations property as the default value. If you modify the MailTip text, the default value is automatically updated in the MailTipTranslations property.
Read more about that in the Configure MailTips article.
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).
We are currently using the Business' Yammer network as a way to keep track of incident management updates. There are several groups that have been created to handle various different types of escalation matters and so on. The team that need to use these groups need to all be members of each of these groups. Will there ever be a way to use a csv file through the Bulk User Update section to add a list of network members to each of these groups?
I managed to solve my own problem. Persistence seems to always pay off.
Turns out it can be done right from the groups main setting page. Clicking on the gear icon and selecting Import from Address Book. From Here you can use a .csv file with the headers First Name, Last Name, E-mail Address and the details filled in, a contact per line.
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.
I have the following question, because I can't seem to find the answer in the documentation.
I am using Dynamics CRM 4.0.
My problem is the following, and I might be missing something here, but:
If I add an account "X" with address: Street 123 and I add a child contact "Y" belonging to that account.
If I change the address of the account "X", should it automatically change the address of the belonging account "Y"?
I thought these fields (the address fields) are inherited? How could this be achieved?
There is only a one-time mapping defined, which maps this fields when you create a contact from a account record.
After you have created the contact, it is not updated on address changes. If you have this requirement, you should implement a plugin which transfers the required data from the account to all of its contacts.
I'm not aware of any free plugin, but it is a rather simple one to implement.
You can't solve this with a workflow, because there is no activity which could be used to iterate over the contacts of the account. For this task you would have to implement a custom workflow activity, which is at least the same amount of work as to develop the plugin.