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Microsoft Dynamics CRM (Archived)

CRM 2013 Import of emails with Unresolved Email Addresses

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Posted on by 967

Hi Guys

Not sure if anyone can help as don't believe it is possible what I am trying to do but here goes.

I am using a 3rd party tool 'Inaport' to import data from a SQL database o CRM 2013 online.  My biggest challenge is importing emails into CRM, I have some very complex logic that looks at the source SQL database and creates a column for the To field and returns me the 32 digit GUID of the record e.g.

Subject                       From                      To                                                                   Description

Test Email                   GUID::user             GUID::contact; GUID::contact                        test email

Problem I have is that for some emails in the source system, they are not resolved o any Contacts, Accounts or Users in CRM and therefore when I try to import emails they obviously fail.  So my question that I am asking "Is there a way to import emails into CRM and set the To or From field from an unresolved record".  I just want the same functionality as with tracking of emails in Outlook where when the record is unresolved, it still saves but just puts the email address in either to To or From field. 

Thanks
Sukh

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I have the same question (0)
  • srwest Profile Picture
    5 on at

    I am having the same issue using the Microsoft import tools. There is an option when searching for matching contacts on import to allow unresolved contacts but it is not selectable. I am importing unresloved emails as hidden contacts separately but I need to repeat my process and it seems like a kludgy solution. Have you made any further progress?

  • Community Member Profile Picture
    on at

    When you import emails from an Excel or CSV file, if the email address of the person who sent or received the email is not already resolved to a contact or lead in Microsoft Dynamics CRM, it will be saved as a "From" or "To" activity party with a partyid of NULL. I have to visit https://www.resumesplanet.com/executive-resume-service.php website for help in my essay. This is expected functionality and has not been changed in CRM 2013.

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