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  • Forum Post: Pending E-mail

    Frogface
    I have Microsoft Media Edition XP....which really doesn't work with hosted Microsoft CRM. I tried to send a direct email which is now stuck. I keep getting a message when I log into CRM that states that I have a pending e-mail that I need to do something about...which I would happily delete if I...
    on 16 Oct 2008

  • Forum Post: Re: Sending email from within Excel or other programs does not allow tracking in CRM

    Frank Hermes
    You could configure a forward mail box where your mail server forwards all outgoing mails or where the users can send their emails rule based to. Know you can configure rules with the exchange connection wizard. As an alternative CRM 4.0 has the ability to connect directly to an individual’s Exchange...
    on 15 Nov 2008

  • Forum Post: Re: CRM 4.0 web, inbound emails show status completed :(

    Frank Hermes
    That an email requires a follow up, does not mean that the activity by the sender isn't closed. I think that an email that has been sent, is an historic activity and therefore can be found in the history tab. Open activities can be changed and I don't think that anybody wants to change an email...
    on 21 Nov 2008

  • Forum Post: How to setup email for CRM 4.0 together with Outlook 2007

    Tzen
    I am trying to find out where in CRM 4.0 I can setup the email setting, to be able to sent email directly from CRM 4.0? Using Outlook 2007 with the CRM 4.0 offline edition remotely, connecting via the internet to our exchange server. I have been able to find some info from the Resource Center,...
    on 15 Jan 2009

  • Forum Post: Workflow only runs from certain email accounts

    Chris Henry
    We created an email-to-case workflow which is triggered when an email is received by a dedicated email account / queue. It seems to work well or emails received outside of our domain, but emails form within our organization only work intermittently. Does anyone have any ideas or suggestion? thanks...
    on 18 Feb 2009

  • Forum Post: Sending Mail

    Ahmet Ozcan
    Hi, im using crm 4.0 and outlook plugin. is it possible the handle the email sent from outlook with track-in crm option and add users on cc then continue the sending ??
    on 10 Mar 2009

  • Forum Post: Send Email to multiple address

    T A
    I want to send email to accounts/leads/users who have multiple email addresses (at least 2). Is it possible?
    on 11 Mar 2009

  • Forum Post: Hiding Tracking Token in Email Subject

    Abha Johri
    Hi, I dont want to display Tracking token in the email subject. Can anybody provide any inputs on customizing the Subject? I cant turn off the tracking token as it does not track the mails accurately. I am using Dynamics CRM 4.0.
    on 16 Mar 2009

  • Forum Post: Notify owner when another user updates their case

    Damon Hudson
    I have created a workflow that sends an email to the owner of a case when another user updates their case. The email contains the name of the user who modified the case. The workflow is straight forward; it simply looks for a change to the ModifiedBy attribute. If the “Case:Owner does not equal Case...
    on 16 Mar 2009

  • Forum Post: Default "From" Email Address in a Workflow EMail Notification

    Craig Campbell
    What determines the default "from" value - who it looks like the email came from? My Workflow scope is set to "Organization". When I leave the "From" parameter blank, the email message notification "comes from" me regardless of what CRM user actually initiated...
    on 28 Jan 2009

  • Forum Post: Too many spacing between line.

    T A
    Hi all, When I create email in workflow, the default spacing is too high. Can I reduce the spacing? Thanks
    on 2 Apr 2009

  • Forum Post: Hyperlink in Workflow Generated Email Message CRM 4.0

    Tom Graham
    I am trying to insert a hyperlink to a file folder on our network in a CRM 4.0 workflow generated email message. This is the example that worked in CRM 3.0 but does not render correctly in CRM 4.0. <a href="file://///stor01/filestor/opportunity/{foldername(Opportunity)}">Click Here<...
    on 19 Dec 2008

  • Forum Post: 'Send E-mail' does not work

    Victor Geyyer
    Hello, I have the problem with 'Send E-mail'. My environment: CRM4 on Windows 2008 Server (I have SMTP Server role added, because I assumed it's required for sending emails). I click 'Send E-mail' - fill it out and click 'Send' - email appears in 'History'...
    on 27 Apr 2009

  • Forum Post: Sending email from within Excel or other programs does not allow tracking in CRM

    Curt Carpenter
    When any of our users try to email directly from within Excel, Word or any other program that brings up an email window that email window does not have any of the CRM buttons? The same thing is true if you just right click on a file on your desktop and choose "Send to mail recipient". This...
    on 15 Nov 2008

  • Forum Post: Add Read Receipt field to email in CRM 4.0

    Niko Bel
    How can I add a field 'Read Receipt Requested' with the choices 'yes/no' on the email form in CRM 4.0 ? I see 'readreceiptrequested' appear as a system attribute under the email entity; however I do not see this attribute when I am adding fields to the form. Should be quite...
    on 18 Mar 2009

  • Forum Post: Email Description : Activities

    Utsav Acharya
    Hi All, In activites there is Email Entity. Now a user creates a new record in this entity and drafts an email and saves. Now in one of the view there is a column which shows one of the attribute of Email Entity. This attribute is the Email Description . This field will contain the contect drafted...
    on 5 Jun 2009

  • Forum Post: Sendig Email and Fax using CRM 4.0

    Utsav Acharya
    Greeting to All, I want to send email and fax using CRM webservice. Does anybody have any clue/links on how to make this possible. Thanking you in advance, Best Regards, Utsav Acharya, Ennovatetech, Einfochips, Ahmedabad
    on 11 Jun 2009

  • Forum Post: permissions issue when trying to take an email from a queue into "in progress"

    DiDGE
    Dynamics 4.0 Rollup 3. Im having a permissions issue when trying to take an email from a queue into "in progress"... I have confirmed this it is a permissions issue because giving the user sys admin powers allows them to perform the action. The error message is: "You do not...
    on 25 Jun 2009

  • Forum Post: Double e-mail address after converting lead

    CRM
    When an e-mail address is used by more than one record in Microsoft Dynamics CRM 4.0, for example, for both a contact and a user, the e-mail address in the Send or From lines appear in red text. I created duplicate detection rules to avoid entering duplicate e-mail address (even though you can still...
    on 31 Aug 2009

  • Forum Post: Emailing list of contacts using advanced find

    LauraK
    This may be a pipe dream, but I am wondering if anyone has any ideas if this could work. We run training programmes and as such we have a field on the 'contact' entity called 'Programme number'. We can use this number in advanced find to find the list of contacts who are connected to...
    on 5 Nov 2009

  • Forum Post: MS CRM - Duplicate tracking tokens when sending emails from workflows

    Giles
    Hi, I have recently helped some of our users set up several workflows to send emails. Now that these have been in use for a couple of weeks we have noticed that each time the workflow runs, emails to different recipients are sometimes given the same email Tracking Token. This has resulted a number...
    on 9 Nov 2009

  • Forum Post: Emails in CRM.... imposible?

    Jakob Kristiansen
    Hi all. Simple questions, but no easy answers?: how do I search after emails in CRM? how can I create a view with the attribute "from" so the mails can be filtered that way how can a mail-conversation be one mail in crm? (and not 5 mails with almost same content) How...
    on 15 Dec 2009

  • Forum Post: Severe email limitations in CRM 4.0 Marketing

    mebenz
    I do not understand why CRM offers quick campaigns for emailing marketing lists, since it only allows text within the body of the email. Have you ever heard of someone sending out an email newsletter in text only? You'd get about a 0% response. So, they then say use direct email and setup an email...
    on 3 Feb 2010

  • Forum Post: Dynamic Values not populating in workflow email

    cscotti
    Hi folks, I'm farely technical but am a CRM noob, so after an hour of searching help & the forums I thought I would post this question, despite my gut feeling that there is an easy answer. I am trying to create a simple notification of a new lead assignment via email. I got the email itself...
    on 11 Aug 2009

  • Forum Post: Source of email

    purwar purwar
    mail comming from 109 circle, router forwording these mail to particular q, bt how i show "name of circle" to q, pls help me.
    on 9 Mar 2010
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