CRM Automatic Email RRS feed

  • Question

  • In CRM (4.0 and/or 2011) is it possible to set up an email that get automatically sent out on a schedule, such as weekdays at a set time.

    This is the same email each time, with the same 4 questions.  Once the emails are replied to the answers can get logged in CRM and tracked.

    Is this something that can be setup in CRM?

    Thank you


    Tuesday, June 14, 2011 1:48 PM


  • In order to set up an email that is sent on schedule check this article:http://gonzaloruizcrm.blogspot.com/2011/05/quite-often-we-have-business-process.html


    To convert the email reply into answers logged to CRM you would need to have a plugin/workflow trigger when a new "incoming" email is created and it can try to parse the email body to log the answers somewhere.

    Gonzalo | gonzaloruizcrm.blogspot.com

    Tuesday, June 14, 2011 2:01 PM