13 April 2012 2:05
We are implimenting Dynamics CRM 2011 for a small firm, and we are using the Web Client with the Email Router on Premise.
We would like all outgoing email messages to have a Display Name of the Sales Rep, but the Reply-To and From address should be generic (i.e. firstname.lastname@example.org )
We will then use workflows to assign the records to the correct sales rep based on the regarding object.
The advantage of this approach is that the customers see a familiar name in their inbox, but they don't get unique email addresses for our sales reps, which cause problems when we have staff turnover.
Does anyone have any ideas of how to do this with Dynamics, Exchange 2010 and the Router?
- Diedit oleh NateOne 13 April 2012 2:06
23 Mei 2012 14:19
I concur this would be a really useful solution.
NateOne. If this isn't supported (which I am almost certain to be the case), then I suggest you raising this as a feature request at http://connect.microsoft.com
MCC, MCT, MCP, MCTS
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23 Mei 2012 23:25
Ok, I've added it to connect. You can vote on it here: https://connect.microsoft.com/dynamicssuggestions/feedback/details/743369/ability-to-send-as-generic-email-address-i-e-support-company-com-or-sales-company-com
For now we are cosidering turning off the outgoing profile on the email route and using a SQL script to send emails using sp_send_dbmail (see http://msdn.microsoft.com/en-us/library/ms190307.aspx )
This gives us complete control over how the outgoing emails are configured.
23 Mei 2012 23:26
23 Mei 2012 23:30I can imagine it would, but I'm not a .net developer!