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Import e-mail RRS feed

  • Question

  • Hi all,

    I'd like to know if there is anyway (supported or not) to import e-mail message into CRM 4.0 as History (activities finished, e-mails sent in this case).

    I have a third party tool, Scribe, to import records. So if anyone knows in what table must I import the e-mails, tell me, please.
    I would appreciate any comment or idea.

    PD: I have the e-mails in a csv file (comma separated) exported directly from Outlook.

    Thank you all,
    Regards.
    Monday, July 6, 2009 6:35 AM

Answers

  • Hi,

    Yes you can import emails from a CSV file into MS CRM using Scribe. Just import the records into the "Email" record type. The scribe connector will take care of the rest. 

    You can also set the statecode and statuscode of the email at the time of import if you want the email to go to history. Be sure to set the regarding field so that the email gets associated with the correct record.

    If you have more questions feel free to postback.

    Hassan.

    Hassan Hussain | http://hassanhussain.wordpress.com/
    • Proposed as answer by Hassan Hussain Monday, July 6, 2009 7:43 AM
    • Marked as answer by -kNuCkleS- Monday, July 6, 2009 7:58 AM
    Monday, July 6, 2009 7:42 AM

All replies

  • Hi,

    Yes you can import emails from a CSV file into MS CRM using Scribe. Just import the records into the "Email" record type. The scribe connector will take care of the rest. 

    You can also set the statecode and statuscode of the email at the time of import if you want the email to go to history. Be sure to set the regarding field so that the email gets associated with the correct record.

    If you have more questions feel free to postback.

    Hassan.

    Hassan Hussain | http://hassanhussain.wordpress.com/
    • Proposed as answer by Hassan Hussain Monday, July 6, 2009 7:43 AM
    • Marked as answer by -kNuCkleS- Monday, July 6, 2009 7:58 AM
    Monday, July 6, 2009 7:42 AM
  • Perfect,
    I thought that the History was a in a different table than Activities.

    Thank you very much!
    Monday, July 6, 2009 7:57 AM
  • No. Its the same table just a different status.

    You're very welcome.

    H.

    Hassan Hussain | http://hassanhussain.wordpress.com/
    Monday, July 6, 2009 8:02 AM