I am using ms crm 2013 web client and office 2013. I started mail merge from marketing list which worked fine, I updated the template, and send me the email. Recipient recevied the email, still Ok. But, there is no activity created in CRM. In 2011 I remember seeing a dialog asking to create actrivity in CRM, I did not see any such dialog and neither the actvities are created in CRM.
Read about it being a bug and fixed in SP1 which I have already.
Please help.
If you initiate the Mail Merge process (by clicking the Mail Merge button) from the WEB Client (website) it will not pop the window in Word to create activities in CRM.
You need to use the Outlook Client, navigate to Marketing Lists, then start the Mail Merge. This then has a "connection" back to your CRM database, and it will ask you if you want to generate activities after you click Finish & Print.
Related
I have the functionality to send an email when the case is created in Dynamics 365 and the regarding is set as the Case which is created.
But in Dynamics 365 App for Outlook, I don't see the regarding field tracked as in the below image:
Set Regarding In Dynamics 365 App For Outlook
Please share your suggestions on this issue.
Usually Tracking is just a clone/copy operation of Outlook object like Email/Appointment to avoid duplicate data entry in Dynamics side. So users will Track or Set Regarding in Outlook to ship that Email/Meeting into Dynamics as an Activity record. In the background, SSS will map the ExchangeId, CRMId for further handshakes. Moreover this is to see all activities in one place like Timeline or Activities view or regarding record.
What you are doing is sending out Email from Dynamics, this is going to be in Dynamics activities view/Timeline under regarding record. But you are not going to get the reverse behavior in Outlook as its not originated there.
Even if you track it again in outlook - it won't recreate in Dynamics. I tested all these in my environment, the same behavior exists.
Further replies/forwards will be auto-tracked like Ankuser said.
Read more: Aaron's Blog series
You will get Tracked when you receive a reply to this email.
For use case Send email from some other user and ask this user to reply back to you in outlook. Once they reply back you will have tracked to particular case.
I'm looking build an outlook addin that can do the following. Would like to hear tips from anyone who might have done this before.
Upon install, read the person's profile in outlook and call a service which will create an account for that person in my app
When person sends an email from outlook with a .pptx/.ppt file(s) attached, it calls a service to automatically upload that file(s) into my app.
Upon install, read the person's profile in outlook and call a service which will create an account for that person in my app
You can use Namespace.CurrentProfileName property introduced with Outlook 2007.
When person sends an email from outlook with a .pptx/.ppt file(s) attached, it calls a service to automatically upload that file(s) into my app.
The Application.ItemSend event is fired whenever an Microsoft Outlook item is sent, either by the user through an Inspector (before the inspector is closed, but after the user clicks the Send button) or when the Send method for an Outlook item, such as MailItem , is used. So, in the event handler you can check the Attachments collection for the files specified and do your web calls.
See Walkthrough: Creating Your First VSTO Add-In for Outlook to get started quickly.
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.
Recently I tried the outlook web app add-in in visual studio 2015. It's cool one It purely based on the Java script commands. My ultimate motivation i need add one button in add-in if user click that button I need the save the mail my database and send that mail to the recipient.
I am able to fetch the data and saving to my database is successful but unable to trigger send option in add-in. There is any java script command available. Actually I have achieved the same scenario in outlook windows application.
You should be able to send the email using the new Outlook REST APIs specifically we have an api for sending emails. In addition, to close the compose form, you can use the Office.context.mailbox.item.close() To close the mail or calendar item in compose.
You should try to send the email from server side logic using EWS (exchange web services) see this post or you can authenticate with Azure Active Directory and invoke the outlook REST API
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.