You are here

E-mail

Automatically create records

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

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

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

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

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

A user has the CRM Client for Outlook installed and manually tracks emails. 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.

Saving email credentials in Server-Side Synchronization

  • 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

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.

Email Correlation in Microsoft Dynamics CRM 2013

Email correlation is a process where CRM links tracked emails with records in the database based on information in the email.

In earlier versions, Smart Matching and Tracking Tokens were used to correlate emails.

Active Directory Protected Groups and E-mails

Be careful when adding Dynamics CRM to Protected Groups in Active Directory. For such users, setting the Send As Permission is ineffective, because Active Directory purges the permission. Depeding on the configuration of the e-mail infrastructure this may mean that users cannot send e-mails from Dynamics CRM.

Pages

Subscribe to E-mail