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
*This post is locked for comments
Hi Yogendra,
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
Hi Yogendra,
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
Hope this helps.
Regards,
R.Rajkumar
"Please mark my answer as verified if you found it helpful"
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"
Hi,
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.
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.
Hi,
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.
Thanks
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.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,134 Super User 2024 Season 2
Martin Dráb 229,928 Most Valuable Professional
nmaenpaa 101,156