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Doing E mail from MS CRM 4.0 RRS feed

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    Hi

    I am trying to send email from new Activity-> E-mails, but never recieve that e mail in my outlook account. what could be the prob.

    Thanks!

     

    Tuesday, March 23, 2010 6:48 PM

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    If you're using CRM to send emails they will not appear in your Sent Items unless you actually send them from Outlook.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Wednesday, March 24, 2010 6:58 PM
    • Marked as answer by Jim Glass Jr Wednesday, March 31, 2010 9:34 PM
    Wednesday, March 24, 2010 6:58 PM

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    Look for your user account in the CRM application and look for your profile for sending emails. If it is set to Dynamics CRM for Outlook, that means that you should install the CRM for Outlook component to send the emails.

    You can also update your profile to define the use of the Email router that you should already have installed.

    My blog : http://mscrmtools.blogspot.com
    You will find:
    Bulk Delete LauncherView Layout replicator
    ISV.Config Manager Form Javascript Manager
    Assembly RecoveryAnd others (use tool tag on my blog)
    • Marked as answer by Manish_B Tuesday, March 23, 2010 8:08 PM
    • Unmarked as answer by Manish_B Wednesday, March 31, 2010 7:17 PM
    Tuesday, March 23, 2010 7:26 PM
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    If you're using CRM to send emails they will not appear in your Sent Items unless you actually send them from Outlook.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Wednesday, March 24, 2010 6:58 PM
    • Marked as answer by Jim Glass Jr Wednesday, March 31, 2010 9:34 PM
    Wednesday, March 24, 2010 6:58 PM
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    I have installed the crm outlook client as my sending and recieving profile is set with Dynamics CRM for Outlook. I ran the workflow but again Im not able to get the email. I checked system jobs is says Succeeded.

    *With sending and recieving profile =Email router It works fine.

    What are the pros and cons of these two types.

    Wednesday, March 31, 2010 7:23 PM
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    Hi

    First you say that it doesn't work when just send an email from "Acitvities" and now you talk about workflows that dosn't send the email? Does that means that you got it to send just by sending a Direct Email?

    If not, then check the Options in your Outlook client and make sure that the "Allow Microsoft Dynamics CRM to send e-mail using CRM For Outlook" option is checked. Otherwise they will never go out.

    Once you have done that, try to send an email from CRM, synchronize CRM and then check if that ends the email.

     

    Steen Schlüter Persson (DK)
    Wednesday, March 31, 2010 9:56 PM
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    My apologies for not being clearer. Unless the email is sent by hitting the Outlook send button, it will not appear in the Outlook sent items.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Thursday, April 1, 2010 9:45 AM
    Thursday, April 1, 2010 9:45 AM