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Send CRM email to non CRM AD users RRS feed

  • Question

  • I need to be able to send an email from CRM to an AD user that is not a CRM user. In a perfect world, I can get the system to resolve the email address by typing the name into the TO field as it does if I type a CRM user name. Any potential solutions out there?

    An easy solution would be to add the AD users as CRm users. The users will never log into CRM, they just need to be notified of certain events vis CRM email. Would I be violating licensing agreements if the users were added without purchasing a license - even if they were never logged into CRM? There is about 100 of them and it does not make sense to buy linceses for users that will never log in.

    Thank you
    Thursday, May 14, 2009 1:08 AM

Answers

  • Hi Jenks,

    you can add your AD user as CRM user without any additional license because you can use the free Administrative CAL. When you don't give them any rights on your system they can not log in but you can mail them.

    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
    Thursday, May 14, 2009 3:58 PM
    Moderator

All replies

  • Hi Jenks,
        
        By default MS CRM will not let you enter the email address in the To field unless it is associated to an account,contact,lead,queue or user. But you can configure it to allow you to send an email to non crm email address.

    This article on my blog will help.

    I guess if you want you could write code on the onchange event of the field to query your ad and see if the there is an email assocaited with the username. 

    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/
    Thursday, May 14, 2009 1:32 AM
  • Thanks, Hassan. Unfortunately, that is not a very elegant solution for me. It will be a pain for users to type in the full email address each time. I had edited my first post while you were responding. What do you think about the following:

    An easy solution would be to add the AD users as CRm users. The users will never log into CRM, they just need to be notified of certain events vis CRM email. Would I be violating licensing agreements if the users were added without purchasing a license - even if they were never logged into CRM? There is about 100 of them and it does not make sense to buy linceses for users that will never log in.

    Thanks again
    Thursday, May 14, 2009 1:39 AM
  • I belive you would be perfectly within your rights to add your company users (AD Users) as contacts in MS CRM. As they do not need to log into MS CRM, they would not need a license.
    And yes this does sound like a very workable solution.

    Create an account in MS CRM and add all your company employees that account. You will then not need to type the email addresses of those contacts.

    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/
    Thursday, May 14, 2009 1:49 AM
  • Hi Jenks,

    you can add your AD user as CRM user without any additional license because you can use the free Administrative CAL. When you don't give them any rights on your system they can not log in but you can mail them.

    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
    Thursday, May 14, 2009 3:58 PM
    Moderator
  • Thanks Jurgen! And thank you too, Hassan.
    Friday, May 15, 2009 8:48 AM