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How to Create an Automatic Follow Up Email in Dynamics CRM? RRS feed

  • Question

  • I am trying out microsoft dynamics CRM for my company before we decide to make a purchase a colleague asked me if the following is possible... Can you somehow set up CRM so that when you send an email a followup or task is automatically created that will alert you in "X" amount of days if the email was not responded to. We have an addon for outlook named MAPILab that will do it for us but it would be great if we could roll it up in CRM as a workflow or something

    ie...I send an email to John Doe, if John Doe does not respond in 3 days an alert or outlook task pops up to say email him back.

    Any ideas?

    • Moved by Just Karl Friday, July 18, 2014 9:00 PM Off topic
    Friday, May 4, 2012 6:28 PM

Answers

  • Hello,

    This should have been asked in the Microsoft Dynamics CRM Forum on the Microsoft Dynamics Community.

    Karl


    When you see answers and helpful posts, please click Vote As Helpful, Propose As Answer, and/or Mark As Answer.
    My Blog: Unlock PowerShell
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    My E-mail: -join ('6F6C646B61726C406F75746C6F6F6B2E636F6D'-split'(?<=\G.{2})'|%{if($_){[char][int]"0x$_"}})

    • Proposed as answer by Just Karl Wednesday, July 23, 2014 8:22 PM
    • Marked as answer by Just Karl Saturday, August 2, 2014 1:15 PM
    Friday, July 18, 2014 9:00 PM

All replies

  • Hello,

    The TechNet Sandbox forum is designed for users to try out the new forums functionality. Please be respectful of others, and do not expect replies to questions asked here.

    Since your post is off-topic, I am moving it to the off topic forum.

    Karl


    When you see answers and helpful posts, please click Vote As Helpful, Propose As Answer, and/or Mark As Answer.
    My Blog: Unlock PowerShell
    My Book: Windows PowerShell 2.0 Bible
    My E-mail: -join ('6F6C646B61726C406F75746C6F6F6B2E636F6D'-split'(?<=\G.{2})'|%{if($_){[char][int]"0x$_"}})

    Friday, July 18, 2014 8:57 PM
  • Hello,

    This should have been asked in the Microsoft Dynamics CRM Forum on the Microsoft Dynamics Community.

    Karl


    When you see answers and helpful posts, please click Vote As Helpful, Propose As Answer, and/or Mark As Answer.
    My Blog: Unlock PowerShell
    My Book: Windows PowerShell 2.0 Bible
    My E-mail: -join ('6F6C646B61726C406F75746C6F6F6B2E636F6D'-split'(?<=\G.{2})'|%{if($_){[char][int]"0x$_"}})

    • Proposed as answer by Just Karl Wednesday, July 23, 2014 8:22 PM
    • Marked as answer by Just Karl Saturday, August 2, 2014 1:15 PM
    Friday, July 18, 2014 9:00 PM