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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to setup an incomi...
Microsoft Dynamics CRM (Archived)

How to setup an incoming email queue to trigger a workflow?

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Posted on by Community Member

I have a 3rd party software that generates an email reminder when I need to contact customers. What I want is for this email to go into CRM and create an opportunity for the correct customer account. 

I have been told that getting the email into a queue is the first step, and using this to trigger a workflow is the next one. Can anyone explain exactly what I need to do in each of these steps?

I have tried reading up on the issue and found information like this:

https://msdn.microsoft.com/en-gb/library/gg328103(v=crm.5).aspx

but it doesn't actually say how to do these steps.

I will also need to have CRM receive the incoming email and use information contained within it to create an opportunity for specific accounts - is this possible? Can CRM extract information from an email sent to it and use this? 

Thanks

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  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    First you need to make sure you have email integration setup in your CRM so that you can send and receive emails in CRM. After that you can set a queue with email address and write a plugin on email create (which will parse your email contents) and then you can create opportunity from there.

    You can see plugin development or sample plugin in CRM SDK. for example below sample plugin is to create case from incoming email, which should give you some reference.

    ashwaniashwin.wordpress.com/.../microsoft-dynamics-crm-2011-plugin-to-create-case-on-incoming-email

    Thanks

  • Community Member Profile Picture
    Community Member on at

    Thanks for your comment.

    You suggest setting a queue with an email address, can you elaborate? How to I access the plugins in CRM?

    Thanks

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    To setup queue, I will suggest you to refer: www.microsoft.com/.../create-or-edit-a-queue.aspx

    You need to write plugin and register it in CRM on email create, so that when email record will be created in CRM your plugin will fire.

    Thanks

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