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Sending Emails from Dynamics crm RRS feed

  • Question

  • HI,

    I am trying to send outgoing emails from Dynamics crm. I found multiple options.

    1. Default email editor
    2. Outlook

    When I tried to use Default email editor I feel lot of features missing. Please suggest me the best way for sending the Outgoing emails.

    Regards,

    Santhosh.

    Thursday, January 2, 2014 5:42 PM

All replies

  • If you have e-mail router configured, best way to send out going emails thru Outlook.

    Checkout this.

    http://blogs.technet.com/b/ptsblog/archive/2011/03/14/sending-e-mails-from-microsoft-dynamics-crm.aspx

    Thursday, January 2, 2014 5:57 PM
  • Hi Santhosh,

    What type of emails is it you want to send?

    Personally I would use CRM if I want to send emails to many recipients that are somehow grouped in CRM, for example by a marketing list, with some sort of general information I would use the email editor in CRM. There's also the ability to use email templates to automate emails to respond to incoming emails to certain queues.

    If I'm writing a specific email to a customer that I want to store in CRM, I would use outlook and track the email in CRM on the customer.

    Hope this helps.


    Rickard Norström Developer CRM-Konsulterna
    http://www.crmkonsulterna.se
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    Friday, January 3, 2014 8:05 AM
  • Hi Rickard,

    Thanks for your response. Your suggestion helps me a lot. I have tried to send an outgoing email using Outlook and when I try to perform "Track in CRM" I get the below error.

    I have tried various options and nothing helped me.

    Regards,

    Santhosh.

    Friday, January 3, 2014 11:05 AM