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How to send an email in CRM without using MS Outlook or Email Router RRS feed

  • Question

  • Hi friends,

    I want to send emails via CRM without using Outlook or a router such that the user does not have to pass his credentials. Using outlook it is possible but I don't know how to implement it without using Outlook.

    YS,

    Sebastian

    Tuesday, September 7, 2010 8:31 AM

Answers

  • If  you are referring to have the From field set to a common email address so the email is sent out with the same email address all the time then you can just set the From during the onload event to a User Account or queue like, Contact Centre. then all users would need to have the Security Role setting 'Send Email as Another User' set which is located on the Business Management Tab for a Security role.
    MSCRM Bing'd - http://bingsoft.wordpress.com
    Tuesday, September 7, 2010 12:29 PM
    Moderator
  • Hi Sebastain,

    check out following video on forward mail box..

    http://video.mikelu.org/emailrouterfwd/emailrouterfwd.html

    Also you can do email router with POP 3 mail box (Gmail would support pop3) so try using that as well.. see below video for the same..

    http://video.mikelu.org/emailrouterpop3/emailrouterpop3.html


    MayankP My Blog My twitter
    Tuesday, September 7, 2010 12:36 PM
    Answerer
  • Hey Sebastian,

    Why would you need to know the end user's password to send mail?  If the mail server and CRM server are on the same domain, you can list the CRM server on the list of computers allowed to relay outbound email.  The exchange server would look to its list and see that the CRM server is trusted and just send out the email.

    I hope that makes sense - if I understood your issue completely ;)

    Thanks,
    Robert

    Engage, Incorporated
    Put IT in High Gear – Engage

    An SBA-Certified HUBZone Firm

    Wednesday, September 8, 2010 2:23 PM

All replies

  • you can't send mail from CRM without using outlook or email router

    for your reference http://blogs.msdn.com/b/crm/archive/2008/02/07/crm-4-0-e-mail-integration-overview.aspx


    Mahain : http://mahenderpal.wordpress.com
    Tuesday, September 7, 2010 8:49 AM
    Moderator
  • Thanks Mahender for replying,

    The problem I'm facing is that many clients have different email addresses  as their primary ex. abc@gmail.com and the passwords to these accounts is not specified by them and thus they are not able to send an email for example when they click on contacts and send email to some certain client. I want to enable them to send this email.

     

    YS,

     

    Sebastian

    Tuesday, September 7, 2010 9:36 AM
  • could you please provide some more informaton on this


    Mahain : http://mahenderpal.wordpress.com
    Tuesday, September 7, 2010 9:49 AM
    Moderator
  • One solution would be to dynamically load all of the selected recipient's (Contact) email addresses and load them into a picklist during the email onload event. The user can then select one which will then set a another text field with that email address (i.e the text field should be read only to the user unless you want them to be able to type one in aswell). The next step would be to create a plugin for Email on the pre-stage SendEmail message that sets the AddressUsed attribute on the recipient from the email To partylist item with the text field's email address.

    The AddressUsed attribute is set by default with the address to be used when you create and send an email activity in CRM, if your change it then it will send to the new address you specify.

    Here are some references for you

    SendEmail Message http://msdn.microsoft.com/en-us/library/bb959513.aspx

    ActivityParty http://msdn.microsoft.com/en-us/library/bb955715.aspx

     


    MSCRM Bing'd - http://bingsoft.wordpress.com
    Tuesday, September 7, 2010 10:10 AM
    Moderator
  • Yes,

    I would like to send e/mail from crm without outlook client.

     

    If it is possible I would like to send the email with forwardemailbox for example.

    The user has the primary e-mail. But if I use the email router I should set either the exchange server or the smtp-servet. In the smtp server I shoul know his password. If I would use the exchange server the user could have the email address outside the exchageserver.

    Is it possible to send the email like in the MS Sharepoint. There is one e-mail account with this I would send the messages.

    We use now the e-mail-router and all users have the same e-mail and it's working but if we want to send each other emails it arrives at one address. If we send to one contact he would receive the message.

    YS,

     

    Sebastian

    Tuesday, September 7, 2010 10:13 AM
  • Thanks Rhett for your reply but this is not exactly what I meant.I wanted to ask if it is possible to send the email with forwardemailbox for example. The user has the primary e-mail. But if I use the email router I should set either the exchange server or the smtp-servet. In the smtp server I shoul know his password. If I would use the exchange server the user could have the email address outside the exchageserver. Is it possible to send the email like in the MS Sharepoint . There is one e-mail account with this I send the messages. We use now the e-mail-router and all users have the same e-mail and it's working but if send each other emails it arrives at one address. If we send to one contact he would receive the email.

    Tuesday, September 7, 2010 12:00 PM
  • If  you are referring to have the From field set to a common email address so the email is sent out with the same email address all the time then you can just set the From during the onload event to a User Account or queue like, Contact Centre. then all users would need to have the Security Role setting 'Send Email as Another User' set which is located on the Business Management Tab for a Security role.
    MSCRM Bing'd - http://bingsoft.wordpress.com
    Tuesday, September 7, 2010 12:29 PM
    Moderator
  • Hi Sebastain,

    check out following video on forward mail box..

    http://video.mikelu.org/emailrouterfwd/emailrouterfwd.html

    Also you can do email router with POP 3 mail box (Gmail would support pop3) so try using that as well.. see below video for the same..

    http://video.mikelu.org/emailrouterpop3/emailrouterpop3.html


    MayankP My Blog My twitter
    Tuesday, September 7, 2010 12:36 PM
    Answerer
  • Thank you very much Rhett and Mayank for your replies. I will work one this this and keep you informed!
    Wednesday, September 8, 2010 8:31 AM
  • Hey Sebastian,

    Why would you need to know the end user's password to send mail?  If the mail server and CRM server are on the same domain, you can list the CRM server on the list of computers allowed to relay outbound email.  The exchange server would look to its list and see that the CRM server is trusted and just send out the email.

    I hope that makes sense - if I understood your issue completely ;)

    Thanks,
    Robert

    Engage, Incorporated
    Put IT in High Gear – Engage

    An SBA-Certified HUBZone Firm

    Wednesday, September 8, 2010 2:23 PM