Outlook allows you to set the default reply-to address to something other than your own email,
but you can also use more than one email address into that field, which will tell the recipient’s mail client to reply to a list of email addresses,
not just yours. Is it possible to achieve reply to functionality in mscrm 2011, out of box functionality is present? I want to achieve functionality to the link given below in mscrm2011. http://www.howtogeek.com/howto/microsoft-office/send-email-replies-to-another-recipient-in-outlook-2007/. Any help will be highly appreciated
CRM cannot meet this requirement as it is currently designed. If you look at the Email Provider documentation (it is only available in the CRM 4 SDK, not the 2011 SDK) there is no property for a reply-to address. (Here is the link: http://msdn.microsoft.com/en-us/library/cc905922)
It might be possible if you coded a custom e-mail provider but you would be taking on a good bit of work if you went down that path.
I would suggest looking into if this can be on the Exchange server (or whatever e-mail system you are using.) I'm by no means an Exchange expert so I don't know what is possible on the Exchange platform, but I do know that CRM does support setting the reply-to address.
Related
Is it possible to change the From Name of an email (not the sending address) when sending an email from Outlook Exchange?
Is there any add-in that can help us achieve this?
I can see with Exchange only admin can change the sending from name. Is there an alternative?
In general, you can't do that out of the box. The latest version of hosted (M365) Exchange allows to configure a mailbox to send as one of its proxy SMTP addresses, but the sender display name will still be the same.
You can try to use an addin like Proxy Manager (I am its author) - besides allowing to send through any of the mailbox proxy addresses, it also allows an end-user to change the sender display name.
Using Exchange 2013 and Outlook 2013, I need to have two separated contacts with same email address. What I've seen is once I create a contact with an email address, for the second contact (even though I choose to create a new contact instead of update the existing one) Outlook merges two contacts details.
Now the question is, is this doable at all? Can I have two or more contacts sharing same email address but having isolated details?
In fact, I'm using ews managed API to do this programmatically, but that doesn't matter because same thing happens by using Outlook directly.
Update: Looks like Outlook 2013 by default links contacts with the same email address. And according to this post Office Community the only way to stop that is changing a registry key!
Now I wonder if it's possible to stop this from Exchange side.
You can turn off Duplicated detection in Outlook in the Option-Contacts, in EWS it shouldn't be doing any duplicate detection, if the contact is in the GAL then it will resolve it to the GAL address. Generally in this case your creating a OneOff Email address for a contact you can ensure that unique by using a different display-name when your create the contact. eg
Contact contact1 = new Contact(service);
contact1.GivenName = "Fred";
contact1.Surname = "Smith";
contact1.EmailAddresses[EmailAddressKey.EmailAddress1] = new EmailAddress("fred smith1", "fsmith#domain.com");
contact1.Save();
Cheers
Glen
I belong to a email group in the company I work for, such as for example, researchteam#company.com. My personal email is raulmercado#company.com. I want to send emails from researchteam#company.com instead of raulmercado#company.com. I'm using Microsoft Outlook and Exchange as a Email Server.
Thanks for your help!
If you using Outlook 2010 then you could try MailItem.SendUsingAccount property.
Here is an example
Exchange always sends out all emails coming from the default email address. And for each Exchange mailbox this default address is fixed and can not be changed in Outlook. You can use one of two options:
You can create an additional mailbox in Exchange for the second address (as the default email there of course) and then give your normal account "Send-As" rights for that new account. Then you can switch on the "FROM" field in Outlook (right-click options > Show Fields > From) and use that field to select the account you want to send from. In Outlook 2013 you can also just connect to the additional Exchange account and might get slighly easier switching.
You can use a 3rd party tool like ChangeSender (http://www.servolutions.com/changesender.htm) to get automatic switching of the accounts when you answer email (answered automatically with the account the email was received under).
Hope this helps - Claus
I'm wondering if there is any way to be able to include an arbitrary email address as the To:, From:, CC: or BCC: fields of a send email activity? It appears that they must be contacts in the CRM.
I ask this because I have a requirement to cc a known group email (no actual user associated with the email...something like support#mycompany.com...though it's not a queue at all). I'm concerned that if I create a CRM user for this email, that when I move to production, I'll have to change all the workflows using this email to point to the CRM entity on the production box (assuming GUID is saved with activity).
If an arbitrary email isn't possible, any other suggestions?
I'm not quite sure, if I have unterstood your question right:
You want to create a workflow which contains a send mail activity. You would like to set one of the address fields (To:, From:, CC:) to a plain mail address like 'foo#bar.org'?
It is possible if
you enter the mail address by hand (do not use the field assistant)
you have configured that e-mails with unresolved recipients are allowed to be sent.
See Settings -> Administration -> System Settings -> E-Mail Tab
you don't want to set the e-mail address with another workflow step
To my knowledge, the only way to do this would be to create a custom workflow assembly. This may be more trouble to you than it's worth.
I doubt it. Not without horrible SDK or Custom Workflow Activity machinations, which even then may not work. Unless you have a truly gargantuan number of workflows that must be altered, the manual approach may be the best.
It may be a terrible hack, but you might be able to replace instances of the development environment support account GUID with its production counterpart directly in SQL Server. Not in the SystemUserBase table, but in whatever workflow activities mention the support account as a CC field in an e-mail. But that is scary stuff.
You may also want to take another look at your process; a significant portion of Dynamics CRM is dedicated to handling support issues, and that includes fairly robust e-mail tracking and storage; there probably shouldn't be a need to CC this support mailbox to which you refer.
In summary: All of the options I've listed are terrible. Find a way to avoid them. :-P
I've had this requirement before, and even with workflow activities, there doesn't seem to be a way to handle this (even though CRM will allow it through the UI).
Your instinct is right that if you create a user separately in both environments and then try to move a workflow that references that user between the environments, that the workflow references will have to be updated.
The best solution, to me, would be to go with just creating the contact/user in one environment. But then, create the contact/user in your other environments with the same Guid. You can do this through the API quite easily, or for a no-code solution, there is a Microsoft provided CRM Configuration Data Utility (http://msdn.microsoft.com/en-us/library/dd442453.aspx) that you can use. (Note that the utility will want to migrate all records from the chosen entity, so you might want to export it to a file, edit the resulting file which is just XML, and then import to your target).
This is something that you can do with CRM 2011, CRM 2013, or CRM 2015 if you have a custom entity that is email enabled and then copy the email address from your core entity even if that email address is in a custom text field to it and relate it back via a lookup field. Doing that would require a plugin in Microsoft CRM 2011, but is possible to do with real-time workflows in Microsoft CRM 2013 and Microsoft CRM 2015. This method would allow you to have email addresses associated to the records and available for usage with the CRM workflows to send emails without needing to create an additional user or contact record. This is also handy if you are working with an entity like Incidents that is a core CRM entity and is not email enabled, yet you wish to be able to send emails related to that entity. You could use this method in conjunction with the steps ccellar provided.
I've got a blog post that goes through an example of this here: http://dynamicsuniversity.com/steps-to-send-emails-to-custom-email-address-text-field-from-a-workflow/
You can write custom workflow or you should go for plugin development.
You will get details for it on below blogs.
For custom-workflow
https://msdn.microsoft.com/en-us/library/gg334455.aspx
Blog:-
https://lakshmanindian.wordpress.com/2012/10/14/custom-workflow-activity-in-microsoft-dynamics-crm-2011/
more knowledge on your email sending requirement.
https://social.microsoft.com/Forums/en-US/375f5dad-0382-4112-ab0d-5b42ba235d96/crm-2011-workflow-sending-email-problem?forum=crmdevelopment
I want to create a small survey in an email message. The user are to respond using free form text boxes, check boxes , or pre-defined drop downlist . I see applications that claim to be able to do that. my needs are not that elaborate. Just a few questions that need to be asked
In Outlook 2007 there is functionality to create polls (Voting) which may satisfy your needs:
This feature requires you to use a Microsoft Exchange Server 2000, Exchange Server 2003, or Exchange Server 2007 account.
A demonstration is provided here.
You can simply include this as a normal HTML form in a mime part. See http://abiglime.com/webmaster/articles/cgi/010698.htm for how to do that.
However, many email clients will not display this. For example, in Thunderbird, there are settings for displaying message: "Original HTML", "Simple HTML", "Plain text". It will only display a form if it is set to "Original HTML".
Additionally, you may get security warnings from some email clients when trying to do the actual post from your email message over to the web site (I'm not sure about that as I've never tried).
I can see the appeal of making a survey easy to use in an email, but you should at least provide alternate links to access the survey on a website for users that can't see the form. And be sure to test this using a wide variety of email clients, eg: Thunderbird, Outlook, Outlook Express, Gmail, Yahoo, MSN/Hotmail,...
Cant you use HTML to make it work?
You can create a custom form within outlook that contains the controls you want. Use that form when creating a new email message. That will work.