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Direct E-Mail for Custom Entities
Direct E-Mail for Custom Entities
- Hi,
I've produced a custom entity with an e-mail address. How do I enable the direct e-mail functionality for this entity?
Regards,
Steve
Its better than fishing a pond
Answers
- Hi, Stephen.
It seems that this is impossible. Receivers of emails can be only leads, contacts, accounts and systemusers.
Truth is opened the prepared mind My blog - http://a33ik.blogspot.com- Proposed As Answer byckeller Wednesday, November 04, 2009 11:40 AM
- Marked As Answer byStephen Hewison Monday, November 09, 2009 11:45 AM
- Using platform-specific relationships, it may be easier to tie a Contact record together with the custom entity, and use it to hold the email address. You can then easily feed the Contact record into the Email record instead of the custom entity. This way you can still use the CRM Email Router, or CRM's user preferences to dictate the delivery of the email (whether by Email Router or Outlook plugin), and maintain CRM-tracking of the conversation that would otherwise be unavailable by developing a custom SMTP interface for the custom record.
Dave Berry- Proposed As Answer byMSCRM Blogger Thursday, November 05, 2009 12:27 PM
- Marked As Answer byStephen Hewison Monday, November 09, 2009 11:45 AM
All Replies
- Hi, Stephen.
It seems that this is impossible. Receivers of emails can be only leads, contacts, accounts and systemusers.
Truth is opened the prepared mind My blog - http://a33ik.blogspot.com- Proposed As Answer byckeller Wednesday, November 04, 2009 11:40 AM
- Marked As Answer byStephen Hewison Monday, November 09, 2009 11:45 AM
- Hi Stephen,
You will need to look at some custom development. As part of our MS CRM email add-on we created a tool capable of sending HTML based emails from any entity in MS CRM. If you're looking at developing this capability, the .NET part is fairly simple as you can plug into your existing SMTP server within a few lines of code.
Generating a standard look and feel is a bit more difficult (as well as adding attachments), but depending on the complexity of your email, certainly do-able.
PM me if you need any advice,
Hih
Karlo
Karlo Swart - http://www.ver206.com - Using platform-specific relationships, it may be easier to tie a Contact record together with the custom entity, and use it to hold the email address. You can then easily feed the Contact record into the Email record instead of the custom entity. This way you can still use the CRM Email Router, or CRM's user preferences to dictate the delivery of the email (whether by Email Router or Outlook plugin), and maintain CRM-tracking of the conversation that would otherwise be unavailable by developing a custom SMTP interface for the custom record.
Dave Berry- Proposed As Answer byMSCRM Blogger Thursday, November 05, 2009 12:27 PM
- Marked As Answer byStephen Hewison Monday, November 09, 2009 11:45 AM
This will require custom code. You will have to design a process to grab the list of e-mails addresses, merge with a template or send direct e-mail. I suggest creating a queue that holds the e-mail address and template to merge as well as the best time to send etc. Now another process (workflow) finds the new record and creates the e-mail activity for the given entity and sends the e-mail.
All custom code.
Dean Jones
- Thanks David,
This seems the easiest way to go. Don't need to reinvent the wheel with a custom e-mail sender.
Maybe we might get it in a future roll up. Wouldn't think it would be to difficult to map a field on an entity as an e-mail address and integrate it into the current mail system.
Its better than fishing a pond
