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Writing emails with outlook RRS feed

  • Question

  • Hello,

    We are using the CRM outlook client.  When we click on a lead, or contact, and then click to send email, it opens up a web form.  How can we make it open outlook instead?

    We COULD write the email in outlook, then click track in CRM, but then we need to copy the email address from a CRM form into the outlook TO field (which kind of defeats the whole purpose).

    No solutions that require programming, please.

     

    I saw this post, but it started taking about programming solutions: http://social.microsoft.com/Forums/en-US/crm/thread/e150e888-1068-4d45-8818-48d2686b815a

    Thank you,

    Oliver

     


    Oliver
    Thursday, May 13, 2010 10:21 PM

Answers

All replies

  • In outlook, if you click the To button to display the contacts dialog, can you see CRM Contacts in the picklist.
    MSCRM Bing'd - http://bingsoft.wordpress.com
    Thursday, May 13, 2010 10:35 PM
    Moderator
  • Thanks Rhett, but not the solution we are looking for: looking up the name in the TO button will take just as long as doing a copy/paste from CRM, which also kind of defeats the whole point.
    Oliver
    Friday, May 14, 2010 4:25 PM
  • I know you said no code but this is probably your only approach available. The idea is to make the email address field clickable on the form so it opens an outlook email window by using the mailto: syntax. There different ways to achieve this but here is one example I've found for you. http://www.page-zone.com/forums/links/4140-creating-custom-link-fields-microsoft-dynamics-crm-4-0-a.html
    MSCRM Bing'd - http://bingsoft.wordpress.com
    Friday, May 14, 2010 5:17 PM
    Moderator
  • Oliver,

    Put this into your onload event for the contact record entity, publish, when you double click on the email field an Outlook email window will open with the emal address in the to field.

    if(crmForm.FormType == 1 || crmForm.FormType == 2)
    {
                    crmForm.all.emailaddress1.ondblclick = function()
                    {
                                    var email = crmForm.all.emailaddress1.DataValue;
                                    if ((email != null) && (email.length > 0))
                                    {
                                         window.navigate("mailto:" + email);
                                    }
                                                                   
                    }
    }

     


    Jerry http://www.crminnovation.com
    • Marked as answer by Donna EdwardsMVP Thursday, May 20, 2010 9:20 PM
    • Unmarked as answer by OliverK Monday, May 24, 2010 1:34 PM
    Friday, May 14, 2010 6:15 PM
  • I have no idea how to acomplish that Jerry (alter the onload event),  but thanks anyway.

    So it sound like the answer is that Microsoft's "CRM for outlook" product do NOT integrate outlook and CRM, properly, out of the box (at least as far as sending email goes).

    From Jerry's example, it doesn't look like THAT much code to write, so why didn't they just put it in there by default?  I mean who would WANT to use a web browser editor when you have outlook installed? 

    Thanks again for all the input everyone!


    Oliver
    Monday, May 24, 2010 1:41 PM
  • Oliver,

    Going back to your original post, it is true there is no way to accomplish what you would like to do without some 'programming'. The link you are clicking on is designed to send an email using the CRM event though the user is setup for Outlook CRM Email. In my example the user would click on the email address in the form and then it would launch the Outlook Email form.

    CRM is a great platform for customizing and tailoring to how your company does business.

    If you aren't able to do some form customization then I suspect you will be missing out on some of the enhancements that are possible to do without being a .net progrmmer.

    Here is a link to a page with customization videos and tips from the resource center.

    http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/10-formscripting.aspx

    I would encourage you to engage a knowledgeable CRM partner that can help you with some basic enhancements. You will find a good return on investment.

     

     


    Jerry http://www.crminnovation.com
    Monday, May 24, 2010 1:56 PM
  • Hi Jerry,

    I realize CRM is a "platform",  as opposed to an "application".  But, I belive there are some things that should NOT require me to hire someone to make them work.  If said I wanted to have a whole bunch of special stuff happen everytime I send an email- OK, THAT I could understand would require additional programming.  But all I want is to use the "CRM for Outlook", to write my email with OUTLOOK rather than internet explorer.  It's almost funny that it doesn't do it out of the box.  Almost.

    Thanks again for the feedback Jerry,

    Oliver

     

     

     


    Oliver
    Monday, May 24, 2010 3:52 PM