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Microsoft Dynamics 365 | Integration, Dataverse...
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CRM Integrations for Gmail

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What are favored Gmail extensions or connectors for CRM Dynamics 365?

We are new to CRM Dynamics and looking for recommendations on Gmail extensions or connectors to integrate Gmail into our CRM Dynamics platform.

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: CRM Integrations for Gmail

    e.g extract value in "Subject"(based on https://powerusers.microsoft.com/t5/General-Power-Automate/Using-a-flow-to-extract-email-body-details/td-p/149186)

    pastedimage1585276609815v1.png

    Overall view: Gmail Html to text(Email body) 4 variables 

    pastedimage1585276696952v3.png

    pastedimage1585277009568v4.png

    Variable 1 "Content size", it calculates total length of email body.

    length(body('Html_to_text'))

    Variable 2 "Subject value index", it gets start index of Subject value.(Email Test)

    add(indexOf(body('Html_to_text'), 'Subject'), 9)

    Variable 3 "First name index", it gets start index of First name field.

    indexOf(body('Html_to_text'),'First name')
    

    Variable 4 "Final value", it gets value that we want.

    substring(body('Html_to_text'),variables('Subject value index'),sub(variables('First name index'),variables('Subject value index')))

    Reference guide to using functions in expressions:

    https://docs.microsoft.com/en-us/azure/logic-apps/workflow-definition-language-functions-reference

    Regards,

    Clofly

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: CRM Integrations for Gmail

    Hi Partner,

    How would you like integrate Gmail with your CRM platform.

    >>> If you want to extract string from Gmail email and insert the value into Dynamics 365, you can use Power Automate to do it,

    the platform is available on home page(office.com) 

    pastedimage1585272962565v1.png

    you can also find it in make.powerapps.com

    pastedimage1585273037593v2.png

    Power Automate has provided Gmail connector and you can link it to Dynamics 365 connector.

    pastedimage1585273105966v3.png

    To extract string from email body, you could take links below as reference:

    https://powerusers.microsoft.com/t5/General-Power-Automate/Using-a-flow-to-extract-email-body-details/td-p/149186

    https://www.youtube.com/watch?v=96IauR28SR0 

    >>> If you want to use your Gmail mailbox as mail server of your Dynamics 365 platform,

    you could take answer in thread below as reference:

    https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/358779/ability-to-sync-with-gmail

    Regards,

    Clofly

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