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Email Creation On Click Of Hyperlinks RRS feed

  • Question

  • Hi Experts, 
    I have a requirement where an email will be sent to user from CRM . The email content will have approve and reject hyperlink. Once the user click on any of the hyperlink an email activity should be created in CRM. The user email client can be gmail/Lotus notes. Similar to below image. When User Clicks on Approve Hyperlink an Email activity With Approval Content will be created in crm.

    Please suggest any Approach to achieve this .

    

    Saturday, February 13, 2016 11:38 AM

All replies

  • It's just an idea:-

    Keep some code words in the subject of email. When user receive email and click any hyperlink, check the conditions and create a reply email and add Approve/Reject in the subject of reply email.

    In CRM create a workflow. On create of email

    1. Check Direction is incoming

    2. Check code word in the subject(you might have to create an assembly if your code word is complex).

    3. Get user info using from field of email.

    4. Get Response from the subject(Approved/Reject)

    Do your stuff.


    Regards Faisal

    Tuesday, February 16, 2016 10:32 AM