Create Opportunities from emails

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Posted on by Yogendra

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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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ClixSol 1,505 on at

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RE: Create Opportunities from emails

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
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Rajkumar Rajaraman 18,108 on at

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RE: Create Opportunities from emails

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"
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Rajkumar Rajaraman 18,108 on at

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RE: Create Opportunities from emails

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"
Yogendra 270 on at

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RE: Create Opportunities from emails

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.
Mahendar Pal 45,095 on at

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RE: Create Opportunities from emails

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.
Yogendra 270 on at

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RE: Create Opportunities from emails

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
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Mahendar Pal 45,095 on at

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RE: Create Opportunities from emails

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.