The complete list of Google WaveGadgets, Robots and Servers | Wa. WaveGadgets.com - Google Wave Gadgets & Robots. Learn. Microsoft Dynamics CRM Team Blog : E-mail to Case/Lead Using CRM. A frequently asked question is about converting an incoming email into a case (or a lead). If you open an email activity, it has actions to convert it into a case or a lead or opportunity. More commonly, there is a need to automate this process. In this blog, I’ll give a walkthrough’ of how you can use CRM 4.0’s workflow capabilities to automatically convert emails into cases.
Say you want to automatically create a case for every email sent to: support@mycompany.com At a high level, you need to: 1) Create a queue and map it to the email address at which email messages will be received (support@mycompany.com in this example) 2) Configure the queue to automatically create email activities for incoming email. 3) Create a workflow rule on email activity create.
Create/Configure a Queue You can create a queue by going to Settings -> Business Management -> Queues. Define Workflow Rule Here is how to do this thru’ the workflow UI editor: 1. 2. 3. A. E. 4. A. 5. A. 6. 7. Jagan Peri. Microsoft CRM 4.0 and the CRM Email Router..... - Ted H - Inetiu. With Microsoft Dynamics CRM 4.0, you no longer have to install the CRM Email Router on an Exchange Server!
That is exciting information to be able to pass on to larger customers - the CRM 3.0 Email Router (where it resides, where you must run the Rule Deployment Wizard from) has historically been a sore spot with Exchange administrators. So this will be great news for them to hear! The CRM Email Router can be installed on an Exchange Server, the CRM Server, or even a workstation. The requirements are: Windows Server 2008Windows Server 2003 (all editions)Windows Vista Windows XP Professional SP2Windows XP Tablet PC Edition SP2Windows XP Professional x64 Edition There are a handful of different scenarios that you would use the Microsoft CRM Email Router.
Incoming Configuration. You only need Exchange Server if you plan to use the Email Router to connect to an Exchange Server. Developer Ramp up Kit for Microsoft Dynamics CRM 4.0. Microsoft Corporation Updated July 2010 Summary This article contains links to presentations and labs to help developers use their existing .NET skills to build on top of the Microsoft Dynamics CRM 4.0 platform. Applies To Microsoft Dynamics CRM 4.0 Introduction This kit is for .NET-based developers who want to ramp up and build on top of the Microsoft Dynamics CRM platform. Additional Information Send Us Your Feedback about this Article We appreciate hearing from you. Dynamics CRM Developer Center. General ASP.NET Videos. Dynamics crm email to lead. Creating Report Subscriptions in Microsoft Dynamics CRM 4 - Wind. Now if you look at your Report grid in CRM you will see a new report listed with the same name referenced on the Save wizard dialogue window. In this case the report name was: Account Distribution – On-demand Snapshots 7_17_2009 9_15 AM If you select the report and select the Edit Report button, a new window will open showing you the details of the report.
Select Administration and you will see that the report is set to Individual View only as users in the Organization do not need to view this report directly from the Dynamics Application. Leave the Settings and close the window. Now we will move on to the CRM Report Server You can access your Reporting Services Home page by using the URL You will see a list of all your Report folders after the page opens. You will notice that the page layout changes slightly and you can now see a new link name Edit Select the Report folder that contains the reports for your CRM 4.0 deployment and select the 4.0 folder.