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Hi,
I have to create Opportunities from emails. Email will come to particular mail id and from that mail id CRM able to pick the mails and convert it to opportunity.
Please suggest the steps to achieve this.
Thanks
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Hello,
You can implement this using different options, assuming you will have custom already created or can create that as well during these options:
1. A business logic on email create (plugin) which will create opportunity from email, you can have your business logic there to validate some data as well.
2. You can have ribbon button on email page and write js code to convert your email to create opportunity.
3. You can use workflow/dialog to convert your email into opportunity.
Thanks.
thanks for your reply.
My first Question is how will i read emails from email id. Is there any email routing which put this mail into CRM queue or workflow.
As said you can register plugin on email create, so as soon as email will come to CRM your plugin will fire there you can validate email id.
My question is how it will come to CRM? Where it will come (in queue)? and what will be configuration settings to map with email address.
Hi Yogendra,
Is this what you are looking for?:
help.exacttarget.com/.../field_and_email_mappings
Hope this helps.
Regards,
R.Rajkumar
"Please mark my answer as verified if you found it helpful"
If you want incoming email messages to be delivered directly to a queue, specify some of informations in the queue.
Refer the following msdn blog:
msdn.microsoft.com/.../gg328103.aspx
I think first you need the solution that, "How to get incoming Emails to CRM..?"
Go to Settings>Email configurations>MailBoxes.
Then check your Mail Box settings.
And Secondly "How to check Emails..?"
Go to Sales>Activities>Select Email Activities
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