Microsoft CRM Customization - Processing In/Out-Going Email Messages

We would like to give you several situations, when you may need custom development and programming to improve Microsoft CRM functionality. This overview is for programmer, software developer, IT specialist, database administrator.

Microsoft CRM, the CRM application from Microsoft Business Solutions utilizes almost all the recent Microsoft technologies: .Net (it is actually written in C#.Net with HTML and Javascript at the web client side plus has Microsoft CRM SDK with C# and partially VB.Net samples), Microsoft SQL Server, Microsoft Exchange 2003/2000 and others. Now to give you brief review from the workflow and messages - you can send email directly from Account, Contact or Lead and it will be processed by Microsoft CRM-Exchange connector. This email will have GUID in the message header. When addressee answers the email - it will be processed by the connector - it will recognize the GUID and will find the original activity and will attach this email as closed activity to the original object: contact, account or lead. This is very nice feature, but in the real world you may have these situations:

1. CRM user will not use CRM interface and will send email from his/her Outlook. Addressee will receive and respond and these emails will not be handled by Microsoft CRM-Exchange connector. They will not have GUID and connector has no idea on what to do with them.

2. Imagine, that you have Account Best Corporation, with contact person John john@bestcorporation.com. Now new person in Best Corporation, Susan sends you message from john@bestcorporation.com - and her email will not be connected to your Best Corporation account, because this email doesn't have GUID and it also doesn't have matching email in the contact person. So - it is probably nice to catch emails by domain name as well, say - all the emails, coming from john@bestcorporation.com should be attached to Best Corporation account.

3. Now - your sales rep initiated the first email to the client from Microsoft CRM and got response, transferred back into CRM account. Then he occasionally replied on the reply from outlook - this reply, having GUID will be replied back and not transferred into MS CRM, because MS Exchange connector "thinks" that this message was already replied by the first reply.

4. To decrease the possibility that users will use outlook to send new messages and answer the messages from there - you would probably like the idea to delete them from MS Exchange database when they are transferred to the CRM. In this case they will not be seen in MS Outlook (We are not talking about Microsoft CRM Outlook client, where you actually see CRM data and objects)

If you are programmer or software developer - you can actually program these advancements and we'll give you the direction.

This technique is COM+ applications, registered as Microsoft Exchange sinks or handlers. You can use VisualStudio.Net, but you will not have debugging available, because these applications will work as event handlers. Microsoft Exchange allows you to alter it's logic in the events, exposed for custom handling. Incoming emails should be handled, when ONSYNCSAVE Microsoft Exchange Database event is fired before the commitment. You use Microsoft CRM SDK to create the email activity. You should use direct SQL update to flag the activity as closed (however not recommended by Microsoft - but Microsoft CRM SDK doesn't have the method to close the activity - so you really don't have an option from SDK side). Outgoing emails should be handled with so-called transport events firing, which is more complex and less documented part of Microsoft Exchange SDK.

Happy customizing! if you want us to do the job - give us a call 1-866-528-0577! john@bestcorporation.com

About The Author

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Microsoft CRM, Microsoft Great Plains customization partner, based in Chicago, California, Colorado, Arizona, Texas, Minnesota, New York, Georgia and Florida, Canada, UK, Australia and having locations in multiple states and internationally (john@bestcorporation.com), he is Great Plains Dexterity, SQL, C# and VB.Net, Crystal Reports and Microsoft CRM SDK developer; john@bestcorporation.com

shuttle from O'Hare Bingham .. Lockport Chicago limo O’Hare
In The News:

Attackers use caller ID spoofing and AI voices to steal money. Tech expert Kurt “CyberGuy" Knutsson provides seven ways to protect yourself.
Tech expert Kurt “CyberGuy" Knutsson talks about the Genesis GV60 MIV, an electric rescue EV with snow tracks for extreme missions.
Tech expert Kurt “CyberGuy" Knutsson helps you ensure a smooth online experience with a reliable, secure home network setup.
Kurt “CyberGuy" Knutsson talks about Vollebak’s Shielding Suit, which blocks EM radiation, infrared and tracking for privacy.
Even Apple products are vulnerable to cybercriminals, and a new report suggests the owners of Mac products will have to be more vigilant this year.
An inflatable six-person tiny house from a firm called 2001 looks like a space station with its inflatable dome that is transportable and eco-friendly.
Scams cost Americans an estimated $159 billion every year and average about $3,500 in losses per victim. The CyberGuy has advice to protect yourself.
Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents
Zeekr and Waymo are joining forces for the world's first mass-produced autonomous vehicle, combining an electric vehicle with self-driving technology.
A humanoid robot training center has opened in Shanghai, a big step in China's efforts to become a global leader in robotics and artificial intelligence.
Security experts have discovered that hackers are targeting apps on the App Store to spread malware that steals information from saved screenshots.
A new luxury SUV combines military-inspired design and high-end luxury transportation and includes two military-grade gas masks to protect against chemical warfare.
80% of stalking victims are tracked using tech. GPS trackers, like AirTags, are among the most popular ways to do it. Here's how to protect yourself.
Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.
Kurt "CyberGuy" Knutsson explains how to protect yourself against artificial intelligence-fueled romance scams, which have become the most common type of fraud in 2025.
Kurt "CyberGuy" Knutsson explains the steps to declutter text messages on a Mac or iPad. Apple offers ways to do this more efficiently.
Here's how to take control of the algorithms on Facebook, YouTube, Instagram and TikTok if your social media feeds aren't showing you content you want to see.
Beware of iCloud scams using urgent messages. Tech expert Kurt “CyberGuy" Knutsson helps you spot the red flags to protect yourself.
Travel abroad worry-free with these top translation apps for travelers. Tech expert Kurt “CyberGuy" Knutsson highlights some favorites.
The European Space Agency's Euclid space telescope was going through preliminary tests in September 2023 when it captured images of an Einstein Ring in a nearby galaxy.
Tech expert Kurt “CyberGuy" Knutsson says hackers are using Microsoft Teams for phishing, vishing and quishing via social engineering.
Red light camera tickets: Not liable to ID the driver; some are fishing expeditions. Tech expert Kurt “CyberGuy" Knutsson helps you fight back against tricky fake tickets.
The apps collecting the most data about you are among the most widely used. Kurt the CyberGuy takes a look at 20 of these apps and how you can protect personal information.
AST SpaceMobile of Texas is developing the world's first global cellular broadband network that can connect directly to your smartphone without special equipment.
Community Health Center, a Connecticut-based healthcare provider, has disclosed a recent data breach affecting over 1 million people in the U.S.

Microsoft Great Plains GL: General Ledger ? Overview For Consultant

Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More

Most Dangerous Types of Spyware are on the Rise: How to Choose the Weapon

Bad News - the Threat is Bigger than it SeemedHow... Read More

Implementing Microsoft CRM: setup and configuration ? notes for IT specialist

Microsoft Business Solutions CRM is web-based CRM application, deploying all... Read More

Examining the Substance of Studio MX

To all web designers out there, this article is for... Read More

Benefits of Shareware

Shareware has been fighting the stigma of being misunderstood for... Read More

5 Mac Security Tips You Can?t Live Without

So, you've bought a new Macintosh, and now you may... Read More

Microsoft Great Plains Security Setup - Overview For Consultant

Microsoft Business Solutions Great Plains is very good fit for... Read More

Chinese Input - Step by Step Instruction on How to Input Chinese Characters in English Windows XP

Enabling Chinese input is quick and easy, there are only... Read More

Microsoft CRM and Great Plains Implementation: Freight Forwarding Business Automation Example

Microsoft Business Solutions offers several ERP applications: Great Plains, Navision,... Read More

Perfectly New Database Query Tool - Foxy SQL Pro Released

Are you a database professional? Do you work with a... Read More

How to Upgrade Dexterity Customization ? Tips for IT Manager

If you have Microsoft Great Plains and support it... Read More

Adware and Spyware

What is 'adware'?Adware is basically software or scripts that are... Read More

Microsoft Great Plains e-Commerce ? additional considerations for programmer

Microsoft Great Plains, designed back in 1990th as database transferable... Read More

Microsoft Navision Database Selection: C/SIDE or MS SQL Server - Overview For IT Specialist

There are certain pluses and minuses in both cases and... Read More

Make or Break Factors - When Considering Estimating Software

Make-or-Break Factors in Success and ProfitabilityFor quick printers, estimating can... Read More

Dashboard Widgets for Windows

For a windows user like me, just can watch with... Read More

Understanding Document Management

The term "document management" and "paperless office" is the subject... Read More

Spyware Definitions List

The adware and spyware definitions list is very long. But... Read More

Collaboration Software: Index of Collaboration Software Technologies

Collaboration SoftwareCollaboration Software, also known as group collaboration software or... Read More

Microsoft Great Plains PM: Payables Management

Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More

Importance of Coding Standards

Programming Help for BeginnersWe write programs to instruct computers. When... Read More

Microsoft Navision Integration with Microsoft RMS - Overview for IT Specialist

Microsoft Business Solutions Navision serves both European and American megamarkets.... Read More

SQL: Querying Microsoft Great Plains ? Overview for Database Administrator/Developer

Looks like Microsoft Great Plains becomes more... Read More

Scrap Booking Online: Word Perfect or Corel Graphics Suite?

Scrapbooks are very popular these days. I think that almost... Read More

Microsoft Great Plains Integration Manager ? Working With Text File

Microsoft Business Solutions main middle market ERP application - Microsoft... Read More

Mishawaka limo O'Hare ..