- Incoming emails - urgent please
- Posted by MS CRM on March 3rd, 2004
Hi all,
we are installing MS CRM and we have problems about incoming emails.
We understand that there is a way in which incoming emails of a sales
representative enters directly to his workplace email folder.
This is an option of the options window. We Typed CRMEmailEnabled in the
Exchange Custom Attribute of exchange in the user.
If the sales representative receives an email it enters to the inbox instead
of the workplace email folder and we have to promote it manually.
We are confused, can the sales representative receive an email directly to
MS CRM?? or it is mandatory to promote it??
Thanks a lot because we are lost in it, we read that is possible, but this
is not happening.
- Posted by Gary on March 3rd, 2004
Well, you have more than one option here, and they all suck (god bless
MS)....
Theres two basic auto methods for emails entering CRM after passing the
Exchange Router. One option is to allow *ALL* email to enter CRM (I wouldn't
recommend this). Or the default method, which is allow emails that have the
CRM GUID on the subject line of the email.
So if you allow the later, the email must have been initiated by CRM so that
it can be tagged with that hideous GUID (looks like
CRM:{231df-2134ad-cxcsada3e}:MRC), and when an email arrives to your
exchange server/router, and it sees that GUID, it will go into CRM. Without
that GUID, it will not enter your CRM system, unless you manually promote
the email.
A final note, theres a method (patch for 1.0, regedit for 1.2) to disable
the later method, so that regardless of the GUID, it won't go into CRM, and
only a manual promote will allow an email into CRM.
Good Luck and Have Fun!
-Gary
"MS CRM" <jlopez@watermark-europe.com> wrote in message
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- Posted by Javier on March 4th, 2004
Have you tested the way to receive All the email sended to a particular
sales representative's address in his workplace email folder? Is it possible
or only using queues?
Thanks in advance
"Gary" <gary.rey@virtium.NOSPAM.com> wrote in message
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- Posted by Gary on March 4th, 2004
Not sure I understood you fully, but.......if a Sales Representative sends
an email to a client via CRM, and that client replies (hopefully keeping the
GUID in the subject), then the email should go to that Sales Representatives
workplace in CRM.....
-Gary
"Javier" <jlopez@watermark-europe.com> wrote in message
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