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.
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 .
We have recently migrated email service from pop to AWS workmail (IMAP).
We are facing a number of issues which are listed below.
Unable to configure Workmail email client on Android devices as
Exchange.
Unable to change Account type from POP to IMAP in Outlook.
When a new account is configured in outlook, it is taking too much time
in synchronizing folders and new account.
Taking too much time in sending emails and mostly emails remain in
outbox.
Multiple accounts in Outlook are showing email address as the account
name on the left pane of Home tab.
Here is the fix/solution of each issue.
Unable to configure Workmail email client on Android devices as
Exchange.
For IOS devices AWS workmail is configured as Exchange account, but for Android devices, it is configured as Microsoft Exchange ActiveSync.
See full detail from workmail userguide connect_android_device
Unable to change Account type from POP to IMAP in Outlook.
There is no way to change account type from POP to IMAP or vice-versa.
Follow below steps in outlook.
File>>Open Export>>Export-Export existing email account as PST file.
Delete existing Email Account from Outlook
Configure New mail account as IMAP Account.
File>>Open Export>>Import-Import Pst file again.
Below is a detailed Link to Change Account type in Outlook
When a new account is configured in outlook, it is taking too much time
in synchronizing folders and new account.
Taking too much time in sending emails and mostly emails remain in
outbox.
First-time account configuration will take time, as it will sync all emails and folders in outlook client (depending on the number of emails). In IMAP folders have subscription and unsubscription, the more folders you have in your outlook email account; more time it will take to sync. Sync of mail client always keep-on syncing, that’s the reason email is displayed instantly as it arrives in IMAP. What you can do is, that keep those folders unsubscribed which are not very active and whenever you need those folders, you can subscribe them again.
How to Subscribe/Unsubscribe folders:
Right Click Inbox>>IMAP Folders
Click Query
It will show the subscription/subscription status of all folders. You can subscribe/unsubscribe as per your need.
Click Apply
Press OK
Now last: Changing account names.
Multiple accounts in Outlook are showing email address as an account
name on left pane of Home tab.
Follow below steps in Outlook.
Go to File > Options > Advanced > Click on Send/Receive…
Press the Edit.
Select your Outlook.com/Hotmail account on the left.
Press the Account Properties.
Type the display name for your account on the General tab.
See full detail from how-to-rename-mailbox-display-name-in-outlook-2016.
If you use outlook, consider to connect to workmail via microsoft protocols, which will give you a much better user experience (https://docs.aws.amazon.com/workmail/latest/userguide/outlook-start.html)
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.
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).