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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to Track Embedded ...
Microsoft Dynamics CRM (Archived)

How to Track Embedded Attachments within the rich text from outlook to MS CRM

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Posted on by Community Member

HI Friends,

Customer Send Email with embedded attachments (pdf, execl, word files. All Docs insert in to body).

I tracked the outlook Email.

In CRM the Email was stored in activities. Open the Email .To , form email address visible .But In Body content shows empty. there is no data.

How can i display the body content.

Help me!

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  • Suggested answer
    Dhaval mistry Profile Picture
    Dhaval mistry 810 on at

    Are you not able to see email body ? or attachment?

    If attachment is not able to see. Please check max size of attachment configured in your CRM. attachment is enabled or not.

  • Community Member Profile Picture
    Community Member on at

    Hi Dhaval,

    In Above scenario ,

    Whenever i track the email. 

    The email was stored into Email Activities... Its working fine.

    And 

    2nd scenario is 

    Email was stored into Email Activities and same time automatically create the case also. i am not using "convert to case" button .

    how to automatically create the case . i am using CRM 2011.

  • Suggested answer
    Dhaval mistry Profile Picture
    Dhaval mistry 810 on at

    Hi Viswanadh,

    there is a feature you can create case from email, but its available from CRM 2013 only.

    [View:http://www.microsoft.com/en-US/dynamics/crm-customer-center/automatically-create-a-case-from-an-email.aspx:750:50]

    But you can write an simple workflow or plug-in/custom workflow (if criteria to create case logic is complex). Please find attached below screen shot of create case using simple workflow. 

    1663.Untitled.png

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