CRM 2011 Workflow that can check if an incoming email activity has a resolved sender?
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miércoles, 25 de abril de 2012 14:50
I have a client that would like this process to take place, but i can't seem to build the logic in the workflow engine:
Email is recieved and is placed in a Queue.
If the email has a resolved sender (I need help building this check condition)
Create case and update the regarding field in the email to point the newly created case
else
End workflow with status of Cancelled.
This allows a case to be created for any email that comes in with a recognized email. Otherwise the email stays in the queue for someone to investigate. Any help would be greatly appreciated.
Todas las respuestas
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jueves, 26 de abril de 2012 0:12
Hi Brad,
Can you please clarify what exactly you mean when you say Resolved Sender for your email activity. If you can just define what it means or even post some screen shots, that will help me and others to understand you exact condition.
Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
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jueves, 26 de abril de 2012 9:25
I am not able to fully understand your issue. So this is solution regarding what I understood. May be help for you.
Configure your e-mail router with some default queue not some user and then try to check the condition.
Saurabh Gupta, MS CRM 2011 Software Development Engineer
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jueves, 26 de abril de 2012 13:33
Hi Ashish,
When CRM receives an email from an unverified sender (Meaning the email cannot be matched to a record in crm) then the sender is not resolved. Here is a sample. I want to be able to be able to know if the email has an unresolved sender in the workflow.
I don't know how i could be more clear. Let me know if you need anything else.
Thanks
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jueves, 26 de abril de 2012 17:00Moderador
I would look into the Microsoft CRM SDK to check for this. The out of the box MSCRM Workflow condition will not be able to check for unresolved sender - vs. the Advanced Find approach which could detect it:
Good CRM Links
My CRM Blog: http://mscrmonline.wordpress.com- Marcado como respuesta Frank Lee CRM MVPMVP, Moderator jueves, 26 de abril de 2012 17:01
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jueves, 21 de junio de 2012 11:37Frank, How would that advanced find be setup in workflow, the options listed in the AF arent available to the workflow conditions.
