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CRM 2013 Online - sending email with CRM Online and jQuery RRS feed

Answers

  • I would like to add that email is another record in CRM. So it will be easy to do this through JavaScript.

    another option would be to update a field on a record, which in turn triggers a work flow that sends email.

    regards

    Jithesh

    • Marked as answer by chicago bq Tuesday, March 3, 2015 4:22 PM
    Thursday, February 26, 2015 9:58 PM

All replies

  • Hello,

    Actually you can send email through plugin using Actions feature. Recheck my articles about the feature - http://a33ik.blogspot.com/search/label/Action

    In case you anyway want to send your email directly you should recheck following articles:

    http://mileyja.blogspot.com/2012/02/create-email-activity-in-microsoft.html

    http://mileyja.blogspot.com/2012/02/send-email-synchronously-in-microsoft.html


    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    Thursday, February 26, 2015 9:43 PM
    Moderator
  • I would like to add that email is another record in CRM. So it will be easy to do this through JavaScript.

    another option would be to update a field on a record, which in turn triggers a work flow that sends email.

    regards

    Jithesh

    • Marked as answer by chicago bq Tuesday, March 3, 2015 4:22 PM
    Thursday, February 26, 2015 9:58 PM
  • Hi,

    Thanks for both of you.  Soap web service requests too much work on Xml.  In this case, I need to pass From, To(partylist), Subject and Body, dynamically.  Xml is too complicated.

    Jithesh:

    What do you mean: 'I would like to add that email is another record in CRM. So it will be easy to do this through JavaScript.'?  Add another Email activity on the fly?  Then how can I trigger 'Send' right after the new Email activity is created.  Thanks?

    Friday, February 27, 2015 8:49 PM
  • hi,

    what I am trying to say is that.

    1. Create an Email activity in CRM using JavaScript. Similar to the example provided in xrmservicetoolkit

    https://xrmservicetoolkit.codeplex.com/documentation

    2. Take the guid of the created email activity and pass it to the send email function provided in the following URL.

    http://mileyja.blogspot.com/2012/02/send-email-synchronously-in-microsoft.html

    please note that you are not actually writing your email in XML format.

    regards

    Jithesh

    Sunday, March 1, 2015 10:48 AM
  • Soap web service requests too much work on Xml.
    There is no much work on Xml. You can use SoapLogger to generate that Xml and all you will need to pass that Xml to Soap Endpoint.

    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    Sunday, March 1, 2015 11:23 AM
    Moderator
  • Hi,

    I choose to use javascript to create a new e-mail activity, and then trigger a workflow to send the e-mail when Created.  During testing, I can see the e-mail was created in activities list instantly, the workflow was triggered instantly, and the e-mail was moved to my Pending e-mail list.  When checking System Job, I also saw the workflow was triggered and run succeeded immediately.  However, the problem is: the email sat in Pending list for long time, from 10 -30 minutes.  My user won't be happy with it.  Is there any way to push e-mail out of CRM instantly?  Thanks.

    Tuesday, March 3, 2015 4:21 PM
  • Good that you got it working. Assuming that you are using email router, the emails are processed every 15 minutes. You can try to change the frequency.

    http://xrmconsultant.blogspot.com.au/2010/10/email-router-outgoing-email-delays.html?m=1

    regards

    Jithesh

    Tuesday, March 3, 2015 8:48 PM
  • Hi, Jithesh-

    Thank you for the information.  Yes, we use e-mail router.  On an on-cloud CRM perspective, is there any configuration we can do on our side?  Or, we ask Microsoft service team to do it? 

    Wednesday, March 4, 2015 3:20 AM
  • well, in that case, you can request Microsoft team to look into it.

    also there is a smart back off algorithm, that increases response based on email traffic. So if you are testing on dev area, please don't worry about the delay in sending emails. I can't find the MSDN article, but found some details in the link below.

    http://crmbook.powerobjects.com/system-administration/server-side-sync/changes-crm-2013/

    Jithesh

    Wednesday, March 4, 2015 7:18 AM