Integrating CRM 2011 Online with E-mails Generated from a Web site

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• 4 noiembrie 2011 01:03

   

   
  

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  if the email's are coming to fixed address. Create a queue in crm with that email address and use email router as option to send and receive emails.

  when the email is in the queue, you can write a workflow on creation of "queue item" to convert it into a lead.

  I hope this helps.

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  Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

  • Propus ca răspuns de Amreek Singh 4 noiembrie 2011 01:03
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  • Mesaj
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• 30 noiembrie 2011 16:30

   

   
  

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  Can I do this by using CRM for Outlook as well? If so, what configuration steps do I need to perform to ensure it works?

  • Mesaj
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• 30 noiembrie 2011 16:49

   

   
  

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  We have done this before using a tool called Starfish ETL. We have a several different lead forms on our website. When it's filled out, the results are emailed to a inbox. We set up Starfish to monitor the inbox through its Mail/IMAP connector. When a new email comes in, it gets parsed and imported directly to our Leads in CRM, tied to a particular lead source. All this happens automatically, pretty nice..

  • Propus ca răspuns de crmcoder 30 noiembrie 2011 16:50
  • Anulare propunere ca răspuns de Benjamin_ContentMaster 1 decembrie 2011 15:11
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  • Mesaj
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• 1 decembrie 2011 15:18

   

   
  

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  Let me give an update of where I am and the help I need:

  1) I have an Exchange DL (info@email.com) that my company uses to inform us when someone sends an email from our Web sites.

  2) I have set up a queue in Dynamics CRM online that is assigned that email address.

  My question is how do I set up routing rules to route those emails into the Online CRM queue? Must I use the E-mail router or can I use CRM for Outlook? Regardless of which I use, what steps do I need to take to set this up? I've sent test messages to the DL, but they do not wind up in the Queue. I have CRM for Outlook installed  and made sure I'm synchronizing from my current machine.

  Using a third party tool to do this at this point is not an option.

  Thanks in advance for any further help.

  • Mesaj
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• 9 iunie 2012 04:41

   

   
  

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  I have a Web site that generates an e-mail to an email address (for example, info@contoso.com) when a user fills out a form, requests a consultation or downloads a PDF fiile. I want to create contacts or leads in CRM when these emails arrive and place an activity based on the incoming mail in a work queue.

  Using the File/Option/ E-mail is one possibility, but it isn't granular enough for my company's purposes. What other options do I have? I know that SalesForce let's you include a bit of JavaScript code in your Web site to integrate between the Web site and their contact tracking mechanism. Is there something similar for CRM Online?

  Hi Benjamin,

  I hope it is not too late, but if you have licensed SQL Server, I would recommend to check COZYROC SSIS+ library. It is a third-party library for SQL Server Integration Services (SSIS). The library includes Dynamics CRM adapters and also Receive Mail Task which allows you to download email from IMAP/Exchange/POP3 servers. You can setup SSIS packages, which automatically downloads the appropriate information from the email and then uploads it to your Dynamics CRM server. You have alot of flexibility how you want to design your solutions because SSIS is the premier ETL integration platform provided by Microsoft.

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  SSIS Tasks Components Scripts Services | http://www.cozyroc.com/
  

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