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CRM 2011: System converting queue emails automatically to contacts in background - How to stop? RRS feed

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    I have set up a queue in Dynamics CRM 2011 where emails that are sent to sales@company.com are sent.  I have the queue set up in Email Router to POP the mail from that account and place it in the queue.  What happens though, is when an email comes into that queue, it is automatically creating a contact record.  This is not the desired behavior.  The desired behavior is to open the email and look at it, then determine whether to convert that to a lead.  I cannot find a setting anywhere to change this behavior.  I found a setting in the outlook client that sounded similar to this, but this is happening independent of outlook.  The system itself is doing this.

    Does anyone know how to change this?

    Thursday, January 5, 2012 1:58 PM

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    In case of Email Router, the auto-contact creation is derived from the same setting of the user used in deployment tab of Email Router Configuration wizard. That is the user with which Email Router is configured to connect to CRM.

    So, log-in with this user, go to Personal options(File|Options|Email tab) and un-check the auto contact creation.

     

    Thanks,
    Atul

    • Proposed as answer by Atul Goyal Friday, January 6, 2012 1:44 PM
    • Marked as answer by RZwahr Friday, January 6, 2012 2:10 PM
    Friday, January 6, 2012 1:44 PM

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    Outlook client has the option that provides the option to create contact for emails not found. Please check the system settings perhaps a similar option may also be present there... Check the emails or synchronization tab of system settings.

    HTH

    Sam

    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Thursday, January 5, 2012 4:26 PM
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    Outlook client has the option that provides the option to create contact for emails not found. Please check the system settings perhaps a similar option may also be present there... Check the emails or synchronization tab of system settings.

    HTH

    Sam

    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Sam - checked there and found nothing similar at a system level - only the setting that is specific to outlook.

    Thursday, January 5, 2012 6:27 PM
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    In case of Email Router, the auto-contact creation is derived from the same setting of the user used in deployment tab of Email Router Configuration wizard. That is the user with which Email Router is configured to connect to CRM.

    So, log-in with this user, go to Personal options(File|Options|Email tab) and un-check the auto contact creation.

     

    Thanks,
    Atul

    • Proposed as answer by Atul Goyal Friday, January 6, 2012 1:44 PM
    • Marked as answer by RZwahr Friday, January 6, 2012 2:10 PM
    Friday, January 6, 2012 1:44 PM
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    Atul - perfect!  That worked.  In outlook client I went under File | CRM | Set Personal Options | Email Tab and unchecked the Create checkbox under the Automatically Create Records in Microsoft Dynamics CRM section.  I did this under the Administrator account, which as you said was the Account I used to install the Email Router.

    Thank you so much for the expertise and quick answer!

    Friday, January 6, 2012 2:12 PM
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    Our customer's router is configured to use "Local system account" and they face the same issue where contacts are created automatically by "SYSTEM". Can the personal options of SYSTEM user be changed somehow? We will change the router to use Admin - credentials for the time being, but would be interesting to know whether the SYSTEM user's setting can be cofigured somehow.

    Thursday, June 21, 2012 6:10 AM
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    Were you able to figure out the issue withe the SYSTEM user? We are having the same problem. Our CRM users' settings are correct and the issue still occurs.
    Friday, May 24, 2013 7:51 PM