You’re offline. This is a read only version of the page.
270
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"
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.
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.
#1
André Arnaud de Cal...
291,134
Super User 2024 Season 2
#2
Martin Dráb
229,928
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (