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Automatically create records

  • Posted on: 12 May 2017
  • By: feridun

With Record Creation and Update rules it is possible to automatically create records in CRM. This is often used to create cases for emails sent to a support queue.

The option Create records for email from unknown senders needs some explanation. If this option is selected then if the sender of an email does not match a record in CRM then the rule will apply and the record (as per the rule creation details) will be created as well as a contact record where the last name is set to the email address of the unknown sender.

Server Side Synchronization in Dynamics CRM Online - Approve Email address

  • Posted on: 4 October 2016
  • By: feridun

When using server-side synchronization in Dynamics CRM Online and if email address approval is enabled the email address must be approved by a Dynamics CRM user who has the approve email address privilege (usually a System Administrator) AND is an Office 365 Global Administrator.

Reference: https://blogs.msdn.microsoft.com/emeadcrmsupport/2014/09/16/dynamics-crm-2013-server-side-sync-email-approval/

Workflow failing on send email step

  • Posted on: 1 July 2016
  • By: feridun

I had a problem with a workflow that was failing on a send email step.There was no clear reason as to why the step should fail. The details message of the workflow log had this error:

Cannot create the given type without the required parameters.

Not especially helpful. However, a search revealed that others had seen this issue before and provided a resolution of deactivating the workflow, removing the recipients of the email, saving the workflow and then adding the recipients back,

Configure Email Router for Exchange Online

  • Posted on: 4 September 2015
  • By: admin

URL to use for outgoing profiles with the Email Router

https://outlook.office365.com/EWS/Exchange.asmx

Background

I was setting up the Email Router (2015 on-premises) to send via Exchange in Office 365. I wasn't sure of the URL to use so I tried selecting Use Autodiscover which didn't work for me.

I found two articles that described the the URLs to use with different information. The articles

Adding Hyperlinks (URLs) to Emails in CRM

  • Posted on: 3 June 2014
  • By: feridun

The editor for composing emails in CRM provides limited functions for formatting text. In particular, there is no obvious way to insert hyperlinks.

However, you can insert a hyperlink by either writing the link in another application such as Outlook and copying the text into the CRM email or directly writing an HTML A tag as in the following example:

<a href ="http://google.com">Click here</a>

Emails tracked in Outlook show unresolved recipient when viewed in CRM

  • Posted on: 3 February 2014
  • By: feridun

Here is a scenario that I have not encountered before.

A user has the CRM Client for Outlook installed and manually tracks emails. As expected, a copy of the email is created in CRM. However, when the email is opened the recipients and/or senders show as unresolved recpients even though records exist in CRM with those email addresses. Very puzzling.

Saving email credentials in Server-Side Synchronization

  • Posted on: 26 November 2013
  • By: feridun
  • Server-Side Synchronization is a new feature in Microsoft Dynamics CRM 2013 that can remove the need to install and run the Email Router. When configuring Server-Side Synchronization, if you are not using SSL for the CRM website the following will not work:
  • Saving email credentials in email server profiles and mailbox records
  • Entering connections to servers that do not use SSL

Server-Side Synchronization

  • Posted on: 30 October 2013
  • By: feridun

Microsoft Dynamics CRM 2013 introduces Server-Side Synchronization. This provides an alternative to using the Email Router and the CRM Client for Outlook.

A key advantage of Server-Side Synchronization is that processing of emails is performed by the Asynchronous processing service so there is no need to install the Email Router. However, Server-Side Synchronization is not available in Microsoft Dynamics CRM Online Fall 2013; which is disappointing because having to install the Email Router detracts from an otherwise completely cloud-based solution.

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