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Microsoft Dynamics CRM (Archived)

email tracking scenario?

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Hello - I have the following email tracking scenario:

1. Person sends an email to me@company.com
2. CRM creates new contact from email address
3. CRM creates new case for new contact
4. CRM associates the original email with the case
5. CRM sends an auto-response email

So if the original auto-response email has been configured with a From address of the PM assigned to the case and the contact replies to that email then the contact's email respose will be sent directly to the email address associated with the Cas PM.

In this scenario if I go to case activities then the last email sent from the contact won't be reflected in the Activities list. If the case PM transfers the case to a different PM then this last email from the contact could get lost, the new Case PM wouldn't know about it.

So how do you go about managing this scenario? Is there a process, setting or configuration that I can use to effectively group the last email from the contact with the related case emails?

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  • Neil Benson Profile Picture
    7,369 User Group Leader on at

    I'm not sure I understand your scenario. First of all, I don't know what a PM is, but I assume it's just user. If the contact responds to the auto-response email then that message will be tracked in CRM depending on the email tracking configuration of your user's options; but have you discovered that this is not happening?.

    Alternatively, you could use the E-mail Router to process all inbound email messages.

  • Community Member Profile Picture
    on at

    @Neil - Say I have 2 PM's managing cases.  I have logic to alternate case assignment to either PM.

    I have coded my plugin to auto-respond to a new contact using a From address of a case PM's email address.  So the contact would not receive an email from system@myco.com but rather john@myco.com.

    When the contact responds to the email that was autogenerated by the system with a From address of john@myco.com the contact's email will go directly to john@myco.com which will bypass the email router configured for system@myco.com.

    Therefore, it seems like I'll need to rely on the users to configure their Outlook settings to sync their emails back into CRM to handle proper case activity association.  I'm guessing this is a fairly standard scenario for CRM implementations?

  • Neil Benson Profile Picture
    7,369 User Group Leader on at

    If you have configured all your PM inbound and outbound email options to use CRM for Outlook instead of a forward mailbox then a direct response to John's inbox will try on John manually tracking the email or adjusting his preferences to always track customer-related email.

    It sounds to me like you need to configure the e-mail router option for all users, and the forward email option is usually best for these scenarios.

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