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Microsoft Dynamics CRM (Archived)

Send all Emails from Shared Mailbox

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Posted on by 97

Hello Everyone,

I am trying to get all emails sent from my D365 system to be sent from the same email address, i.e. Customerservice@myorganization.com. The idea would be that when users manually create an email record from inside the system and send it, it would send from the shared mailbox. This would not need to extend to user's Outlook emails. My first thought was to create a real time workflow that triggers on create and updates the "From" field on the email record to the desired mailbox. This works for outgoing emails, however, it causes an error with incoming emails. The error linked a MS support article (https://support.microsoft.com/en-us/help/4466423/unknownincomingemailintegrationerror-2147220891-exception-error-appear) that implies any real-time workflow or plugin can cause this error and only suggests removing the workflow/changing it to background. Business rules also aren't an option, as the "From" field is not enabled for business rules. 

Does anyone have any other ideas to send all emails from the same, fixed address? Has anyone done this before? I am exploring programmatic options as well, but I am worried they will encounter the same error.

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  • RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    Are you saying that you want to send all emails by default from same email address? And for this you created a workflow which triggers on create/ update of email and then update the from to that email?

    If you *just* want the email to be sent from specifc mailbox, have you put a check in your workflow to run it only on the outbound email?

    Refer this blog:

    community.dynamics.com/.../automatically-send-emails-from-a-queue

    Hope this helps.

  • Verified answer
    stern Profile Picture
    97 on at

    Hey Ravi,

    Thanks for your response! We did try a check condition to only execute the workflow on outbound emails, but unfortunately this didn't resolve the issue. It looks like the fact that the workflow runs at all when an inbound email record is created, even when all the workflow does is run a check condition then exit, is enough to cause this issue.

    We ended up writing a plug-in to do this functionality and it seems to be working without this error. Unfortunately I don't have more details on this since I didn't write it, one of my colleagues did.

  • RaviKashyap Profile Picture
    55,410 Moderator on at

    Thanks for sharing this here. This will certainly help someone else facing the same/similar issue.

  • JohnK Profile Picture
    5 on at

    Hi Ravi - Could  you ask your colleague to share the plugin code?

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