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Hi All,
This is Abhijeet from India and I am new in MS CRM. One assignment was assigned to me with MS CRM so can you help me out in this.
Below I am sharing the each details of assignment.
Assignment-
Create functionality in CRM which will allow members of a marketing list to send an email to CRM via an account forum1Distlist@domain.com. The most recent email will append to a thread of emails and then be sent to all members of the marketing list.
CRM entities:
|
Forum Type- |
|
Name,
All CRM standard
Forums
1:Many marketing lists (lookup)
1:many threads (lookup)
All default CRM fields for new entity (created by, modified by, owner) etc)
Description (text)
First Thread (date)
Last Thread (date)
Originating User (contact lookup)
Many:1 ForumType (lookup)
Threads
All CRM standard
Current Thread (largest text field possible)
Originating User
Current Thread Text
Posts
CRM fields
Post Text (largest text field possible)
Thread (lookup to thread)
1)
Contact1@1.com sends an email to Group1@t3.com
This email is considered a post and whens received and a new thread is created and associated with the forum record "GROUP1" based on the to:email because CRM recognized that this is not a response to another post.
CRM then emails all contacts on all marketing lists associated with the group1 forum with the text from this post.
"What is a good flavor of ice cream"
2)
Contact2@2.com receives the email and replies back to group1@t3.com. "My favororite is chocolate"
This email becomes a new post record but is associated to the existing thread created in step 1, because CRM recongnizes the inbound email with the ID in the subject
The text field on the thread record is prepended with the most recent post.
At this point there are 2 posts, and the thread.Currentthreadtext should like this:
"My favororite is chocolate"
-Contact2 5-5 11-08am
"What is a good flavor of ice cream"
-contact1 5/5/15 11am
CRM then emails all contacts on all marketing lists associated with the group1 forum with the thread.Currentthreadtext
So request you to help me out.
Waiting for your valuable reply.
Thanks
Abhijeet
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Hello abhijeet.katigar
There are some workflow tools that could be useful for your integration or give you some hints of how to develop one that meets your requirements.
CRM Email Workflow Utilities http://crmemailworkflowutilities.codeplex.com/
Custom workflow actions that deal with emails in Dynamics CRM 2011, 2013, & 2015
Email Business Unit
CC Business Unit
Email Security Role
CC Security Role
Email Team
CC Team
Delete Email Attachments without delete email
Delete Email Attachments By Name
Send Draft Email
Dynamics CRM 2015 Workflow Tools http://msdyncrmworkflowtools.codeplex.com/
Project Description
This project contains Tools created in WorkFlow Activities to be imported in Dynamics CRM, to use them
All the Source code is included and open.
Right now there are this tools:
Force Calculate Rollup Field
Since Dynamics CRM 2015, we can add Rollup fields. The Rollup fields calculation is an asynchronous process, and with this project, we are giving more possibilities to this calculation.
The idea is to use the Workflows (Sync & Async) with custom workflow Activity, to force this calculation when the user define.
Apply Routing Rules
This Action forces the execution of the active Routing Rules for the Case passed in the parameter
Sharing Record Step
This Action could be used to Share a record to a User or Team (or both).
Query Values Step
This Action could be used to query to another entity with two filters fields, and get up to two fields. Very usefull for example to query a custom entity used with parameters.
Dynamics CRM 2015 Calculate Rollup Field (Workflow Activity) http://calculaterollupfield.codeplex.com/
Project Description
Since Dynamics CRM 2015, we can add Rollup fields. The Rollup fields calculation is an asynchronous process, and with this project, we are giving more possibilities to this calculation.
The idea is to use the Workflows (Sync & Async) with custom workflow Activity, to force this calculation when the user define.
CRM 2011/2015 Distribute Workflow Activity http://crm2011distributewf.codeplex.com/
Summary
With CRM 2011 out-of-the-box it is possible to perform actions on entities that have a N:1 relationship to a given entity, For example from an opportunity it is possible to update or run a workflow on the parent customer.
This plugin allows to extend this to the other two possible relationships: 1:N and N:N. With the aid of this plugin it is possible to perform an action on each opportunity given the parent customer (1:N) or on each competitor given the opportunity (N:N) or on each opportunity given the competitor (other way of the same N:N).
CRM Numeric Workflow Utilities http://crmnumericworkflowutilities.codeplex.com/
Custom workflow actions that deal with numeric values in Dynamics CRM 2011, 2013, & 2015
Add, Average, Divide, Max, Min, Multiply, Random Number, Round, Subtract, ToDecimal, ToInteger, Truncate
CRM String Workflow Utilities http://crmstringworkflowutilities.codeplex.com/
Custom workflow actions that deal with text strings in Dynamics CRM 2011, 2013, & 2015
Contains, Create Empty Spaces, EndsWith, Join, Length, PadLeft, PadRight, Regex Match, Regex Replace, Replace, StartsWith, Substring, ToLower, ToTitleCase, ToUpper, Trim, Word Count
MSCRM ToolKit: http://mscrmtoolkit.codeplex.com/documentation#workflowexecutionmanager
MSCRM ToolKit is a collection of useful tools for people working on Microsoft Dynamics CRM 2011, 2013 and 2015 projects.
It is built around features described in the Microsoft Dynamics CRM 2015 Software Development Kit.
In the toolkit you can find the following tools:
Tool for transporting reference data between different CRM deployments.
Tool for transporting N:N associations between different CRM deployments.
Tool for exporting data from CRM deployment. Exporting data into different formats: XML, XML Spreadsheet 2003, CSV.
Tool for exporting the Metadata (entities, attributes, relationships and diagrams) from CRM.
Deployment Properties (On-Premise only)
Tool for changing the server and deployment properties for an On-Premise CRM deployment.
Tool for transporting solutions between different CRM deployments.
Tool for viewing the Solutions Import jobs in a CRM deployment.
Tool for executing workflows on the CRM. http://community.dynamics.com/crm/b/mahenderpal/archive/2014/01/29/step-by-step-running-on-demand-workflow-for-all-active-records
Tool for counting records in the CRM deployment.
Tool for exporting Audit Details from the CRM.
What’s new for developers
https://msdn.microsoft.com/en-us/library/gg309589.aspx
https://msdn.microsoft.com/en-us/dynamics/crm/
Hope this information can help you.
Best regards,
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