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Tracking in CRM RRS feed

  • Question

  • Hi,

    We are trying to track emails that are sent through another program with CRM's email tracking. Can someone point me in the direction where I could find out how to do that?

    Thank you,
    Wednesday, March 18, 2009 6:36 PM

Answers

  • If you're a developer, or you have development resources for this project - the CRM SDK is quite extensive and would be a natural place to start.

    http://msdn.microsoft.com/en-us/library/cc905766.aspx describe how to extend the functionality of the Microsoft Dynamics CRM E-mail Router through the development of custom e-mail providers.

    A less complex version may be to build a customization that reads from a source (SQL table / XML feed) and creates CRM email activities  - http://msdn.microsoft.com/en-us/library/cc468426.aspx contains sample code that could help get you started on your project -






    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    • Marked as answer by Jim Glass Jr Friday, March 20, 2009 7:20 PM
    Friday, March 20, 2009 4:13 PM
    Moderator

All replies

  • You'll need to either implement a custom integration to create email activities or use a tool like Scribe that could insert email records based on your data source.

    If you're looking for only a small number of emails, if you blind copy the to a user, that user could manually track them into CRM, but if you are producing a volume of email, you may want to look at a more automated solution.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Thursday, March 19, 2009 1:00 AM
    Moderator
  • Yeah my tool generates reports that we would like tracked in CRM. It mass emails them to our customers so tracking that volume manually is pretty tough. Just not knowing where to start.
    Friday, March 20, 2009 12:41 AM
  • If you're a developer, or you have development resources for this project - the CRM SDK is quite extensive and would be a natural place to start.

    http://msdn.microsoft.com/en-us/library/cc905766.aspx describe how to extend the functionality of the Microsoft Dynamics CRM E-mail Router through the development of custom e-mail providers.

    A less complex version may be to build a customization that reads from a source (SQL table / XML feed) and creates CRM email activities  - http://msdn.microsoft.com/en-us/library/cc468426.aspx contains sample code that could help get you started on your project -






    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    • Marked as answer by Jim Glass Jr Friday, March 20, 2009 7:20 PM
    Friday, March 20, 2009 4:13 PM
    Moderator