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AnswerAuto add new contacts via an incoming email

  • Tuesday, September 22, 2009 2:41 AMAlex Joseph Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
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    I am using CRM Online currently. Can I have an email sent to the CRM which when received the CRM inserts the information into a new contact?

     

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  • Friday, September 25, 2009 10:26 PMCRM OnlineMSFT, OwnerUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
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    Without understanding your specific requirements (ie would the information append to an existing contact record, what information are you trying to insert onto the contact, ...) a couple of suggestions...

    *When you send the e-mail are you initially sending it from CRM?  If so, any response to the initial CRM e-mail can automatically be tracked back to that record it was sent from.  The e-mail would show up in the history area.

    *Have you considered using the Internet Lead capture capabilities to take information off of a website to then have the information imported as a lead if the e-mail is intended to respond to something?


     
  • Tuesday, September 29, 2009 1:20 AMAlex Joseph Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
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    Hi thanks for those comments. I have setup the internet leads but am looking for more custom functionality.

    For example:

    We have a website that takes online registrations (includes a credit card step) and once approved, it inserts the client into the database. It would be great if as well, we could automatically insert that new client contact info into the CRM. Can this be done automatically with an automatic email generated from our website that is then received by the CRM in a way that automatically inserts them as a new record?

    Any suggestions would be great.

    Thanks.
     
  • Wednesday, October 14, 2009 5:28 PMMSCRM Blogger Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
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    The best way to do this is to create the lead using the sdk.  This can be done in .net code on your web server.  Below is an example of how to programmatically create a new lead using the exposed web services for CRM Online:


    http://blogs.msdn.com/dynamicscrmonline/archive/2008/03/03/primer-on-crm-web-services-part-1-the-basics.aspx