Category Archives: MS CRM

Issues with tracking Email in MS CRM from Shared Mailbox through outlook client

Manage Dynamics CRM with Multiple Synchronized Email Accounts

In today’s business landscape, technology is ever-changing and moves quickly. It is not uncommon for an individual to conduct business using many different email accounts. The synchronization of the Microsoft Dynamics CRM client for Outlook allows one synchronizing email account per CRM user – which means a user can track only what is in the primary email account and nothing else. How, then, does one track emails from various email accounts? By combining your email accounts into a single inbox via Outlook rule settings. The Outlook rule settings will allow you to automatically move email from one inbox to your primary inbox, and as a result, track those emails into CRM.

http://www.powerobjects.com/2015/01/30/manage-dynamics-crm-multiple-synchronized-email-accounts/

Other Proposed Solutions

There have been previous posts regarding shared mailbox from Outlook to track, however none are specific in Outlook that you can track from a shared mailbox. Microsoft saw this as a security so not multiple people can access a mailbox to track in CRM without licenses per user.

1) Generate a Queue in CRM to the shared mailbox and ensure that is email router and store all the emails into CRM.
Adv – CRM stores all emails incoming
Disadv – you can not select which ones are being stored in the CRM, unless you delete

2) You could do forward mailbox by sending the mail into each member’s inbox
Adv – You skip a step of dragging the single email
Disadv – makes your personal inbox have more emails

3) Continue with the extra step of dragging the single email to your primary inbox, due to the outlook app only recognizes the CRM user at the default e-mail address.
Adv – you know exactly what you want into CRM
Disadv – extra step of dragging email
Reference: http://community.dynamics.com/crm/f/117/t/123888

Dynamics CRM 2015 for Outlook: Diverse Error messages

Reference: https://blogs.msdn.microsoft.com/emeadcrmsupport/2015/06/23/dynamics-crm-2015-for-outlook-diverse-error-messages/#comment-10915

This article is to show examples and explain further into diverse error messages appear during the start-up process of Outlook, when using CRM 2015 for Outlook client.

An error occurred promoting this item to Microsoft Dynamics CRM” 

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Or

“An error occurred promoting this item to Microsoft Dynamics CRM.Item Name=”

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“Only items in the default Microsoft outlook store can be promoted to Microsoft Dynamics CRM”

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The below shows how to create the Outlook views for being able to identify the Outlook items which are causing the error messages mentioned at the beginning of this article. Using this outlook view, you will be able to identify those Outlook items with have the above mentioned CRM MAPI object property crmLinkState values.

1. Open the Outlook application with Microsoft Dynamics CRM Client for Outlook Configured. Click on the File option at the top Left corner

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2. Now select Options from the File drop down.

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3. Select Customize the Ribbon and check the Developer option, then click on OK.

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4. Get back to the main page of Outlook and open any email that is tracked successfully. In the email window, click on Developer Tab and choose “Design this form”.

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5. On clicking the “Design This Form” option, the page will display the fields on the form with the view set as “User-defined fields in this item”. Here you will find the “crmLinkState” field and since it is tracked successfully it is set to 2. (1 (WillBeLinked), 3 (WillBeUnlinked), 0 Unlinked and 4 (WillBeUnlinkedAndDeleted).)

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6. If there isn’t a field by the name “crmLinkState” in any of the views of Select Item, then create one by the same name and Type as Number.

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7. Click on Publish and select Publish Form As.

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8. Now enter a name for the Form as “CRM Debug Form” and then click on Publish.

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9. Once done, get back to the Main Outlook page and click on the Search Bar, then click on the + More icon.

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10. In the + More drop down select crmLinkState.

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11. Once selected the “crmLinkState” field, we will receive the field under the search bar along with an option to enter the Link State i.e. either 1, 3, 4.

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12. Open the emails displayed below and Untrack them.

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13. In this way we will have to Untrack all the emails with crmLinkState 1, 3, 4 and we will never receive the error pop up “An error occurred while promoting this item to Microsoft Dynamics CRM” and “An error occurred while promoting this item to Microsoft Dynamics CRM.Item Name=”

Please Note:

The search functionality of Outlook is limited; you will have to search each folder individually to identify those MAPI objects we were speaking about previously. If you would select search in all folders of Outlook or the mailbox, this won’t work, you will have to run this search query folder by folder.

After you identify the items, you will need to find them in Outlook and untrack them ( set the crmLinkState to 0). 
An alternative way to identify the affected outlook items is using MFCMAPI or other MAPI property viewing tools:

The below property of the store taken from MFCMAPI

<property tag = “0x3400000B” type = “PT_BOOLEAN” > 
<ExactNames>PR_DEFAULT_STORE, PidTagDefaultStore</ExactNames> 
<Value>False</Value> 
</property>

In this scenario, users might have shared mailboxes, other mailboxes then the default mailbox of the Outlook Profile or PST files where they were trying to track emails into CRM. When looking for the emails with a crmLinkState value of 1,3, or 4 you will need to check each folder of the mailboxes one by one as the search performed on the mailbox itself might not yield any result.

This is not the end you need to make this form as a default form for your mail box. I need to check that else every time you need to choose your custom form.

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MS CRM – Run Workflow / Process When Merging Records

Requirement:

When records are merged, an entry should appear in the ACTIVITIES panel. It should show who merged the records so that follow-up can be made if records were merged incorrectly.

Example:

Heading: Quality Control

Body: Records merged

Merge Record 1

Solution :

When merging records the Master is stored in the Master ID field in the subordinate record so you can create a workflow that runs on Contact entity when the record status changes.

Merge Record

Add a check condition step to check if Master ID contains data and the Contact state is inactive (this will prevent the creation of connection when a record is only being deactivated)

 

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Filed under MS CRM