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E-mail to Lead / Custom Entity Using CRM 4 Workflow RRS feed

  • Question

  • Hi,

    I have question regarding E-mail to Lead / Custom Entity "Application" Using CRM 4 Workflow and a Queue. I went through this post http://blogs.msdn.com/b/crm/archive/2008/02/19/e-mail-to-case-lead-using-crm-4-workflow.aspx and created the Workflow and a Queue.

    Here is what I want to achieve. (we are using CRM 4.0 on-premise version)

    When a user fills out a form 'Free Enquiry Ebook' an email is sent to the Queue. But the thing is that we have some information in our body section of the email that I want to convert into a lead via workflow. But I am stuck as how I can fill the Lead fields with the body element of an Email. (Is it possible?)

    I am having the same issue with another custom entity called 'Application' which has much more information in it.

    Any help on this issue will be much appreciated

    Regards

    Zahid


    Microsoft Certified Business Management Solutions Specialist
    Monday, August 16, 2010 7:09 AM

Answers

  • Hi,

    You can map the email attribute values to lead attributes. but as far as reading the BODY data, you can read a specific section of body and assign to lead fields.

    Better use the plugin / custom workflow activity for the same. As in plugin using .net code you can play with strings and fech appropriate data and can assign to sepcific fiels in LEad entity and your custom entity. But there is no OOB feature. You have to develop the assemblies.

    Hoep this helps.


    Thanks, Ranjitsingh R | http://mscrm-developer.blogspot.com/ | MS CRM Consultant
    Monday, August 16, 2010 12:03 PM

All replies

  • Hi Zahid,

    In the header section, are you using dynamic values?. If yes, then you can do this. I am not clear about you functionality. But as per my understanding i can suggest,

    Once the Email is created you can create a Lead entity by giving dynamic values for the lead fields.

    Alternate solution is you can go for plugin to satisfy your functionality if you are familiar with the plugin code. I will help you if you explain your functionality clearly.

    Regards

    Arun

    Monday, August 16, 2010 11:47 AM
  • Hi,

    You can map the email attribute values to lead attributes. but as far as reading the BODY data, you can read a specific section of body and assign to lead fields.

    Better use the plugin / custom workflow activity for the same. As in plugin using .net code you can play with strings and fech appropriate data and can assign to sepcific fiels in LEad entity and your custom entity. But there is no OOB feature. You have to develop the assemblies.

    Hoep this helps.


    Thanks, Ranjitsingh R | http://mscrm-developer.blogspot.com/ | MS CRM Consultant
    Monday, August 16, 2010 12:03 PM