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Session Id :
Microsoft Dynamics CRM (Archived)

CRM 2016 - Send an auto response to incoming email to CRM queues and avoid looping

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Hi

I posted this previously but with no great success so trying this again.

We are using CRM Online 2015 Update 1, moving to 2016 Update 1 in the next two months.  We use Exchange on premise

We have 80+ queues setup for incoming emails to our Contact Centre.  We do not use automatic email to case creation ( business process reasons why we cannot use this at the moment).  So I cannot use the auto response from a case creation

I want to send an auto response email to every customer who sends an email into the queue, and also use it for Out of Office messages when the Contact Centre is closed for Public Holidays..

We don't want the call handlers to have to use Exchange and login to the different mailboxes to set these up but we do need a quick efficient way that we can create/amend auto responses and quickly switch them on and off when required.  Our IT support service will not allow auto response from Exchange due to potential looping issues.

I created a workflow to use and it worked ok until we got into an email loop because a user had sent an email from a queue to a queue but we also had problems with undeliverables from customers and their own auto responses.

So how do I filter out undeliverables, auto responses or emails from users or queues using a workflow or is there any other ingenious way or doing this OTB (must be OTB).  I would have thought that this was straight forward but If it is I cant see it!

Any help, ideas or inspiration would be welcome

Thanks

K

------------------------------
Karen Harvey-Johnston
Enterprise Business Application Analyst
Skills Development Scotland
Stirling
Scotland

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  • Verified answer
    Neil Parkhurst Profile Picture
    10,727 User Group Leader on at

    Low tech solution ....

    Could you send the automated response to the from a different email account?

    So your queue mailbox would be something like "support@mycompany.com". Any emails that hit this could be automatically responded to.

    But send the response from "noreply@mycompany.com". If this triggered an undeliverable message, the workflow would be working from "support@" and would therefore not trigger a repeat of the first message. On the "noreply@" you could also set incoming emails to "none", if required.

  • KRHJ Profile Picture
    on at

    Hi Neil

    Thanks for your response.  This does sound low tech (which I like) and sounds like it would work ok.  Will give it a go on my test environment

    thanks

  • KRHJ Profile Picture
    on at

    Hi Neil

    My colleague is just getting round to creating the workflow to send a reply to emails using a NOREPLY mailbox, but we have hit an issue.  She has created a workflow to send an email using the Use Template option and link to a global template that she created previously.  In properties against that step she chooses the template and enter the FROM and TO fields on the email.  However when she does this she gets an error of Invalid argument and the email is not created

    If she uses the Create New Message option there is no issue and the email works.

    Are you aware any reason why you cant send an email using a previously created template?

    Regards

    Karen

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