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Help with Microsoft Dynamics CRM for Outlook RRS feed

  • Question

  • Prompt please. Whether It is possible to use Microsoft Dynamics CRM for Outlook so that he automatically established the relation of the incoming letter with entity in CRM (account, leads, opportunities)  depending on conditions (e-mail).....?

    For example, to me the letter has come. I once establish connection with entity (set regarding), and then he will automatically connect letters from this sender with that entity with which I the first time have connected

    Monday, March 2, 2009 9:07 AM

Answers

All replies

  • Hi Elka,

    with letter you mean E-Mail?

    With an custom Plug-In this is possible. In the Create (and for safety Update) message you can handle such logic. Works well some month ago I developed such logic for a customer.

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Sunday, April 19, 2009 3:54 PM
    Moderator
  • Hi Elka -

    Take a look at the article on email smart matching - CRM does attempt to connect emails automatically to records where previous similar emails have been related.

    http://blogs.msdn.com/crm/archive/2008/11/11/microsoft-dynamics-crm-email-correlation-and-smart-matching.aspx

    Scott.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    • Marked as answer by Elka_ Monday, April 20, 2009 6:09 AM
    Sunday, April 19, 2009 10:47 PM
    Moderator
  • Thank you very much
    Monday, April 20, 2009 9:07 AM