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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Automatic replies not ...
Microsoft Dynamics CRM (Archived)

Automatic replies not working

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Posted on by Roman10323 370

Hi,

I am having trouble making my automatic replies work, or any rule I create for that matter.

I go to File->Info-> Rules&Alerts or Automatic Replies(out of the office)

       and set my rules whether I want to reply using a draft / message or forward that email to another email.

No matter how I change the rules and what I do, nothing different happens than what happens when I get a normal email.

 

I need this as soon as possible.

 

Thanks!!

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  • Rodrigo Lugarinho Profile Picture
    Rodrigo Lugarinho on at
    Re: Automatic replies not working

    Hello Roman.

    I guess you are talking about Microsoft Office Automatic Replies Rule. This topic should be discussed on a different forum.

    Would you like to have Microsoft Dynamics CRM sending out Automatic Replies?

    Thanks,

    Rodrigo Lugarinho

  • Roman10323 Profile Picture
    Roman10323 370 on at
    Re: Automatic replies not working

    Hi Rodrigo,

    Sorry, I did not clarify my problem enough.

    I am using CRM 2011 On-Premise with Rollup 2

    What I want exactly is this:

    An email is sent by anyone to me say after a certain point in the day...whenever I turn my Automatic Replies(Out of the office) on...this leads to an email being sent to them directly from a template I created as well as the original email being forwarded to another email.

    I did my research and it seemed pretty easy. Set the rules, make a template, fill everything out accordingly.

    It still has no effect....

  • Suggested answer
    GL-23071537-0 Profile Picture
    GL-23071537-0 on at
    Re: Automatic replies not working

    Hi Roman,

    It's important to note that you are used two different applications that are connected.  If you go to  File->Info-> Rules&Alerts or Automatic Replies(out of the office), you are not working with Microsoft CRM, you are working with Outlook.   If you go to Settings-->Processes, then you working with CRM, not Outlook.

    Can you tell us in which location are you setting up your rules?  If it is the first location mentioned above, then you are indeed posting in the wrong forum.  If it the second location mentioned above, then you need to make sure you are tracking  your Emails in CRM in order to get the workflow to fire.

  • Roman10323 Profile Picture
    Roman10323 370 on at
    Re: Automatic replies not working

    Hi Gretchen,

    I wanted to actually do everything in CRM, I guess it slipped my mind when I pressed info and it was done through outlook instead.

    So you are saying, I must track every single incoming email and then have an activated workflow automatically sending emails to them?

    Also, I tried doing it under setting->processes yet still nothing happens...

     

    Thanks!!!

  • Rodrigo Lugarinho Profile Picture
    Rodrigo Lugarinho on at
    Re: Automatic replies not working

    Hi Roman.

    I would say using CRM Workflows as a solution, in case you want to automatically reply e-mails from CRM. Please note that depending on the personal CRM user´s setting, not all emails are going to tracked to CRM and then replied accordingly. Also, please do a research on how to filter incoming e-mails by some fields values, such as "TO" field.

    Thanks,

    Rodrigo Lugarinho

  • Roman10323 Profile Picture
    Roman10323 370 on at
    Re: Automatic replies not working

    Hi Rodrigo,

    I actually just tried a CRM Workflow yet once again, nothing was sent out besides the incoming email from the "client." Maybe I am doing something wrong, but I followed tutorials on how to create workflows. Is there anything specific I must add, press, or change in order to have it work the way I want it here??

    Thanks again!

  • Suggested answer
    Rodrigo Lugarinho Profile Picture
    Rodrigo Lugarinho on at
    Re: Automatic replies not working

    Hi Roman.

    You can give these links a try:

    blogs.msdn.com/.../e-mail-to-case-lead-using-crm-4-workflow.aspx

    blogs.msdn.com/.../e-mail-to-case-using-workflow-update.aspx

    Instead of creating cases, you would create emails.

    Thanks,

    Rodrigo

  • Roman10323 Profile Picture
    Roman10323 370 on at
    Re: Automatic replies not working

    Thanks Rodrigo!

    That helped a lot!

  • Roman10323 Profile Picture
    Roman10323 370 on at
    Re: Automatic replies not working

    So it still did not completely work. Rodrigo's first link definitely sent me in the right direction and I got it to work once but there ended up being a glitch to what I did so I tried redoing it and now it simply does not work.

    I am very lost now....Any more ideas?

  • Rodrigo Lugarinho Profile Picture
    Rodrigo Lugarinho on at
    Re: Automatic replies not working

    It is likely you are running into the problem described here:

    blogs.msdn.com/.../e-mail-to-case-using-workflow-update.aspx

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