CRM Incoming Email

I have CRM running, and Exchange working fine. I can send an email via CRM
and that works fine. The remote client that responds to the CRM email goes
into CRM just fine. However if a remote client (who has a record in CRM)
sends me an email it doesn't go into CRM, just outlook.

I've already installed the Exchange router, got no errors. Theres no errors
in the CRM eventlog or the Exchange. I have the convert option set "Only
e-mail about existing Microsoft CRM records". I've added the CRMEmailenabled
for my exchange account. And I've already checked that "mailserverurl" in
the CRM server registry. I've checked everything that was required per the
IG, but I simply cannot get a newly incoming email into CRM.

To test I created a lead with an email to my old yahoo account, I even
converted it to a contact and account. Nothing. I only get the email in
outlook and its no where in CRM (no, not even in activities).

Any thoughts?

tia,
Gary


0
Gary
8/29/2003 12:06:07 AM
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Gary,

When you did the reply, was the GUID still on the subject line of the email?

Matt

"Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
news:%231t9ULcbDHA.736@TK2MSFTNGP09.phx.gbl...
hmmm.....if I change the option for ALL incoming email to go into CRM, that
works......I tried multiple accounts that have no relation to CRM and they
go into CRM.

So then the question is, what exactly is an "existing Microsoft CRM record"
with respect to email?

-Gary


"Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
news:uKn9CEcbDHA.3896@TK2MSFTNGP11.phx.gbl...
> I have CRM running, and Exchange working fine. I can send an email via CRM
> and that works fine. The remote client that responds to the CRM email goes
> into CRM just fine. However if a remote client (who has a record in CRM)
> sends me an email it doesn't go into CRM, just outlook.
>
> I've already installed the Exchange router, got no errors. Theres no
errors
> in the CRM eventlog or the Exchange. I have the convert option set "Only
> e-mail about existing Microsoft CRM records". I've added the
CRMEmailenabled
> for my exchange account. And I've already checked that "mailserverurl" in
> the CRM server registry. I've checked everything that was required per the
> IG, but I simply cannot get a newly incoming email into CRM.
>
> To test I created a lead with an email to my old yahoo account, I even
> converted it to a contact and account. Nothing. I only get the email in
> outlook and its no where in CRM (no, not even in activities).
>
> Any thoughts?
>
> tia,
> Gary
>
>



0
Matt
8/29/2003 2:28:40 AM
Gary,

Are emails delivered directly to your exchange server from 
the Internet or are they forwarded to exchange from a 
front-line mailserver?

Matt.

>-----Original Message-----
>I have CRM running, and Exchange working fine. I can send 
an email via CRM
>and that works fine. The remote client that responds to 
the CRM email goes
>into CRM just fine. However if a remote client (who has a 
record in CRM)
>sends me an email it doesn't go into CRM, just outlook.
>
>I've already installed the Exchange router, got no 
errors. Theres no errors
>in the CRM eventlog or the Exchange. I have the convert 
option set "Only
>e-mail about existing Microsoft CRM records". I've added 
the CRMEmailenabled
>for my exchange account. And I've already checked 
that "mailserverurl" in
>the CRM server registry. I've checked everything that was 
required per the
>IG, but I simply cannot get a newly incoming email into 
CRM.
>
>To test I created a lead with an email to my old yahoo 
account, I even
>converted it to a contact and account. Nothing. I only 
get the email in
>outlook and its no where in CRM (no, not even in 
activities).
>
>Any thoughts?
>
>tia,
>Gary
>
>
>.
>
0
Matt
8/29/2003 10:17:55 AM
The problem Gary is that the CRM exchange connector will not feed emails
from Yahoo into CRM. I spoke to microsoft about this and was told that Yahoo
adds something to the returned email that stops the CRM connector from
picking it up.

So result - yahoo responses will not go into crm. hopefully this will be
fixed in a later release or service pack


"Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
news:uKn9CEcbDHA.3896@TK2MSFTNGP11.phx.gbl...
> I have CRM running, and Exchange working fine. I can send an email via CRM
> and that works fine. The remote client that responds to the CRM email goes
> into CRM just fine. However if a remote client (who has a record in CRM)
> sends me an email it doesn't go into CRM, just outlook.
>
> I've already installed the Exchange router, got no errors. Theres no
errors
> in the CRM eventlog or the Exchange. I have the convert option set "Only
> e-mail about existing Microsoft CRM records". I've added the
CRMEmailenabled
> for my exchange account. And I've already checked that "mailserverurl" in
> the CRM server registry. I've checked everything that was required per the
> IG, but I simply cannot get a newly incoming email into CRM.
>
> To test I created a lead with an email to my old yahoo account, I even
> converted it to a contact and account. Nothing. I only get the email in
> outlook and its no where in CRM (no, not even in activities).
>
> Any thoughts?
>
> tia,
> Gary
>
>


0
John
8/29/2003 2:20:33 PM
No, thats not the scenario I want. If its a reply, then yes it will go into
CRM. But what if a customer (who has a lead,contact,account in CRM), send me
a fresh brand new email. According to that email option, since this brand
new email is coming from a person who has a record in CRM, it should
automatically go into CRM.

-Gary


"Matt Parks" <Matt.Parks@removetoX_XRevereGroup.Com> wrote in message
news:%23L7OQVdbDHA.2476@tk2msftngp13.phx.gbl...
> Gary,
>
> When you did the reply, was the GUID still on the subject line of the
email?
>
> Matt
>
> "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
> news:%231t9ULcbDHA.736@TK2MSFTNGP09.phx.gbl...
> hmmm.....if I change the option for ALL incoming email to go into CRM,
that
> works......I tried multiple accounts that have no relation to CRM and they
> go into CRM.
>
> So then the question is, what exactly is an "existing Microsoft CRM
record"
> with respect to email?
>
> -Gary
>
>
> "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
> news:uKn9CEcbDHA.3896@TK2MSFTNGP11.phx.gbl...
> > I have CRM running, and Exchange working fine. I can send an email via
CRM
> > and that works fine. The remote client that responds to the CRM email
goes
> > into CRM just fine. However if a remote client (who has a record in CRM)
> > sends me an email it doesn't go into CRM, just outlook.
> >
> > I've already installed the Exchange router, got no errors. Theres no
> errors
> > in the CRM eventlog or the Exchange. I have the convert option set "Only
> > e-mail about existing Microsoft CRM records". I've added the
> CRMEmailenabled
> > for my exchange account. And I've already checked that "mailserverurl"
in
> > the CRM server registry. I've checked everything that was required per
the
> > IG, but I simply cannot get a newly incoming email into CRM.
> >
> > To test I created a lead with an email to my old yahoo account, I even
> > converted it to a contact and account. Nothing. I only get the email in
> > outlook and its no where in CRM (no, not even in activities).
> >
> > Any thoughts?
> >
> > tia,
> > Gary
> >
> >
>
>
>


0
Gary
8/29/2003 4:25:37 PM
They are delivered directly to our exchange server from the internet.

-Gary

"Matt" <matt_narayan@yahoo.com.au> wrote in message
news:09ac01c36e16$d0281710$a401280a@phx.gbl...
> Gary,
>
> Are emails delivered directly to your exchange server from
> the Internet or are they forwarded to exchange from a
> front-line mailserver?
>
> Matt.
>
> >-----Original Message-----
> >I have CRM running, and Exchange working fine. I can send
> an email via CRM
> >and that works fine. The remote client that responds to
> the CRM email goes
> >into CRM just fine. However if a remote client (who has a
> record in CRM)
> >sends me an email it doesn't go into CRM, just outlook.
> >
> >I've already installed the Exchange router, got no
> errors. Theres no errors
> >in the CRM eventlog or the Exchange. I have the convert
> option set "Only
> >e-mail about existing Microsoft CRM records". I've added
> the CRMEmailenabled
> >for my exchange account. And I've already checked
> that "mailserverurl" in
> >the CRM server registry. I've checked everything that was
> required per the
> >IG, but I simply cannot get a newly incoming email into
> CRM.
> >
> >To test I created a lead with an email to my old yahoo
> account, I even
> >converted it to a contact and account. Nothing. I only
> get the email in
> >outlook and its no where in CRM (no, not even in
> activities).
> >
> >Any thoughts?
> >
> >tia,
> >Gary
> >
> >
> >.
> >


0
Gary
8/29/2003 4:27:16 PM
also, like I mentioned to matt, this is a brand new email. I'm trying to
duplicate the scenarion when an aquired customer (who already has a
lead,contact, account) send a new email to me. So the email system of the
initiator shouldn't be an issue.

-Gary

"John O'Donnell" <csharpconsulting@hotmail.com> wrote in message
news:%23D7r2ijbDHA.384@TK2MSFTNGP12.phx.gbl...
> The problem Gary is that the CRM exchange connector will not feed emails
> from Yahoo into CRM. I spoke to microsoft about this and was told that
Yahoo
> adds something to the returned email that stops the CRM connector from
> picking it up.
>
> So result - yahoo responses will not go into crm. hopefully this will be
> fixed in a later release or service pack
>
>
> "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
> news:uKn9CEcbDHA.3896@TK2MSFTNGP11.phx.gbl...
> > I have CRM running, and Exchange working fine. I can send an email via
CRM
> > and that works fine. The remote client that responds to the CRM email
goes
> > into CRM just fine. However if a remote client (who has a record in CRM)
> > sends me an email it doesn't go into CRM, just outlook.
> >
> > I've already installed the Exchange router, got no errors. Theres no
> errors
> > in the CRM eventlog or the Exchange. I have the convert option set "Only
> > e-mail about existing Microsoft CRM records". I've added the
> CRMEmailenabled
> > for my exchange account. And I've already checked that "mailserverurl"
in
> > the CRM server registry. I've checked everything that was required per
the
> > IG, but I simply cannot get a newly incoming email into CRM.
> >
> > To test I created a lead with an email to my old yahoo account, I even
> > converted it to a contact and account. Nothing. I only get the email in
> > outlook and its no where in CRM (no, not even in activities).
> >
> > Any thoughts?
> >
> > tia,
> > Gary
> >
> >
>
>


0
Gary
8/29/2003 4:37:46 PM
Any events relating to this on either the exchnage or crm server?



"Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
news:ORL$7tkbDHA.3044@TK2MSFTNGP11.phx.gbl...
> also, like I mentioned to matt, this is a brand new email. I'm trying to
> duplicate the scenarion when an aquired customer (who already has a
> lead,contact, account) send a new email to me. So the email system of the
> initiator shouldn't be an issue.
>
> -Gary
>
> "John O'Donnell" <csharpconsulting@hotmail.com> wrote in message
> news:%23D7r2ijbDHA.384@TK2MSFTNGP12.phx.gbl...
> > The problem Gary is that the CRM exchange connector will not feed emails
> > from Yahoo into CRM. I spoke to microsoft about this and was told that
> Yahoo
> > adds something to the returned email that stops the CRM connector from
> > picking it up.
> >
> > So result - yahoo responses will not go into crm. hopefully this will be
> > fixed in a later release or service pack
> >
> >
> > "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
> > news:uKn9CEcbDHA.3896@TK2MSFTNGP11.phx.gbl...
> > > I have CRM running, and Exchange working fine. I can send an email via
> CRM
> > > and that works fine. The remote client that responds to the CRM email
> goes
> > > into CRM just fine. However if a remote client (who has a record in
CRM)
> > > sends me an email it doesn't go into CRM, just outlook.
> > >
> > > I've already installed the Exchange router, got no errors. Theres no
> > errors
> > > in the CRM eventlog or the Exchange. I have the convert option set
"Only
> > > e-mail about existing Microsoft CRM records". I've added the
> > CRMEmailenabled
> > > for my exchange account. And I've already checked that "mailserverurl"
> in
> > > the CRM server registry. I've checked everything that was required per
> the
> > > IG, but I simply cannot get a newly incoming email into CRM.
> > >
> > > To test I created a lead with an email to my old yahoo account, I even
> > > converted it to a contact and account. Nothing. I only get the email
in
> > > outlook and its no where in CRM (no, not even in activities).
> > >
> > > Any thoughts?
> > >
> > > tia,
> > > Gary
> > >
> > >
> >
> >
>
>


0
John
8/29/2003 7:09:21 PM
not the answer but interesting all the same.

I have a disabled account and enabled account account both with the same
email address

I emailed from the active account and when the responce came in it was fed
int the activity history of the disabled account. So the deal was that the
email connector does not check to see whether an object is disabled and may
use it in preference over an active object if the email is the same

one to watch out for as well as not replying from yahoo accounts! :-)




"Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
news:ORL$7tkbDHA.3044@TK2MSFTNGP11.phx.gbl...
> also, like I mentioned to matt, this is a brand new email. I'm trying to
> duplicate the scenarion when an aquired customer (who already has a
> lead,contact, account) send a new email to me. So the email system of the
> initiator shouldn't be an issue.
>
> -Gary
>
> "John O'Donnell" <csharpconsulting@hotmail.com> wrote in message
> news:%23D7r2ijbDHA.384@TK2MSFTNGP12.phx.gbl...
> > The problem Gary is that the CRM exchange connector will not feed emails
> > from Yahoo into CRM. I spoke to microsoft about this and was told that
> Yahoo
> > adds something to the returned email that stops the CRM connector from
> > picking it up.
> >
> > So result - yahoo responses will not go into crm. hopefully this will be
> > fixed in a later release or service pack
> >
> >
> > "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
> > news:uKn9CEcbDHA.3896@TK2MSFTNGP11.phx.gbl...
> > > I have CRM running, and Exchange working fine. I can send an email via
> CRM
> > > and that works fine. The remote client that responds to the CRM email
> goes
> > > into CRM just fine. However if a remote client (who has a record in
CRM)
> > > sends me an email it doesn't go into CRM, just outlook.
> > >
> > > I've already installed the Exchange router, got no errors. Theres no
> > errors
> > > in the CRM eventlog or the Exchange. I have the convert option set
"Only
> > > e-mail about existing Microsoft CRM records". I've added the
> > CRMEmailenabled
> > > for my exchange account. And I've already checked that "mailserverurl"
> in
> > > the CRM server registry. I've checked everything that was required per
> the
> > > IG, but I simply cannot get a newly incoming email into CRM.
> > >
> > > To test I created a lead with an email to my old yahoo account, I even
> > > converted it to a contact and account. Nothing. I only get the email
in
> > > outlook and its no where in CRM (no, not even in activities).
> > >
> > > Any thoughts?
> > >
> > > tia,
> > > Gary
> > >
> > >
> >
> >
>
>


0
John
8/29/2003 7:14:33 PM
not a single one

I dont even know what to look for anymore. Maybe reinstall the exchange
router?


"John O'Donnell" <csharpconsulting@hotmail.com> wrote in message
news:%23nvrOEmbDHA.1204@TK2MSFTNGP12.phx.gbl...
> Any events relating to this on either the exchnage or crm server?
>
>
>
> "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
> news:ORL$7tkbDHA.3044@TK2MSFTNGP11.phx.gbl...
> > also, like I mentioned to matt, this is a brand new email. I'm trying to
> > duplicate the scenarion when an aquired customer (who already has a
> > lead,contact, account) send a new email to me. So the email system of
the
> > initiator shouldn't be an issue.
> >
> > -Gary
> >
> > "John O'Donnell" <csharpconsulting@hotmail.com> wrote in message
> > news:%23D7r2ijbDHA.384@TK2MSFTNGP12.phx.gbl...
> > > The problem Gary is that the CRM exchange connector will not feed
emails
> > > from Yahoo into CRM. I spoke to microsoft about this and was told that
> > Yahoo
> > > adds something to the returned email that stops the CRM connector from
> > > picking it up.
> > >
> > > So result - yahoo responses will not go into crm. hopefully this will
be
> > > fixed in a later release or service pack
> > >
> > >
> > > "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
> > > news:uKn9CEcbDHA.3896@TK2MSFTNGP11.phx.gbl...
> > > > I have CRM running, and Exchange working fine. I can send an email
via
> > CRM
> > > > and that works fine. The remote client that responds to the CRM
email
> > goes
> > > > into CRM just fine. However if a remote client (who has a record in
> CRM)
> > > > sends me an email it doesn't go into CRM, just outlook.
> > > >
> > > > I've already installed the Exchange router, got no errors. Theres no
> > > errors
> > > > in the CRM eventlog or the Exchange. I have the convert option set
> "Only
> > > > e-mail about existing Microsoft CRM records". I've added the
> > > CRMEmailenabled
> > > > for my exchange account. And I've already checked that
"mailserverurl"
> > in
> > > > the CRM server registry. I've checked everything that was required
per
> > the
> > > > IG, but I simply cannot get a newly incoming email into CRM.
> > > >
> > > > To test I created a lead with an email to my old yahoo account, I
even
> > > > converted it to a contact and account. Nothing. I only get the email
> in
> > > > outlook and its no where in CRM (no, not even in activities).
> > > >
> > > > Any thoughts?
> > > >
> > > > tia,
> > > > Gary
> > > >
> > > >
> > >
> > >
> >
> >
>
>


0
Gary
8/29/2003 8:42:12 PM
nope, you are supposed to put the exchange crm email connector on the
exchange server..



"Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
news:uDIOJ7mbDHA.2588@TK2MSFTNGP09.phx.gbl...
> Well, that didn't do the trick
>
> :(
>
> Is it wrong to have the Exchange Email Router on the Exchange server? Is
> there a special setting that you have to modify for it have a higher
> priority? I better re-read the IG.
>
> -Gary
>
> "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
> news:u0Trf2mbDHA.3896@TK2MSFTNGP11.phx.gbl...
> > not a single one
> >
> > I dont even know what to look for anymore. Maybe reinstall the exchange
> > router?
> >
> >
> > "John O'Donnell" <csharpconsulting@hotmail.com> wrote in message
> > news:%23nvrOEmbDHA.1204@TK2MSFTNGP12.phx.gbl...
> > > Any events relating to this on either the exchnage or crm server?
> > >
> > >
> > >
> > > "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
> > > news:ORL$7tkbDHA.3044@TK2MSFTNGP11.phx.gbl...
> > > > also, like I mentioned to matt, this is a brand new email. I'm
trying
> to
> > > > duplicate the scenarion when an aquired customer (who already has a
> > > > lead,contact, account) send a new email to me. So the email system
of
> > the
> > > > initiator shouldn't be an issue.
> > > >
> > > > -Gary
> > > >
> > > > "John O'Donnell" <csharpconsulting@hotmail.com> wrote in message
> > > > news:%23D7r2ijbDHA.384@TK2MSFTNGP12.phx.gbl...
> > > > > The problem Gary is that the CRM exchange connector will not feed
> > emails
> > > > > from Yahoo into CRM. I spoke to microsoft about this and was told
> that
> > > > Yahoo
> > > > > adds something to the returned email that stops the CRM connector
> from
> > > > > picking it up.
> > > > >
> > > > > So result - yahoo responses will not go into crm. hopefully this
> will
> > be
> > > > > fixed in a later release or service pack
> > > > >
> > > > >
> > > > > "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
> > > > > news:uKn9CEcbDHA.3896@TK2MSFTNGP11.phx.gbl...
> > > > > > I have CRM running, and Exchange working fine. I can send an
email
> > via
> > > > CRM
> > > > > > and that works fine. The remote client that responds to the CRM
> > email
> > > > goes
> > > > > > into CRM just fine. However if a remote client (who has a record
> in
> > > CRM)
> > > > > > sends me an email it doesn't go into CRM, just outlook.
> > > > > >
> > > > > > I've already installed the Exchange router, got no errors.
Theres
> no
> > > > > errors
> > > > > > in the CRM eventlog or the Exchange. I have the convert option
set
> > > "Only
> > > > > > e-mail about existing Microsoft CRM records". I've added the
> > > > > CRMEmailenabled
> > > > > > for my exchange account. And I've already checked that
> > "mailserverurl"
> > > > in
> > > > > > the CRM server registry. I've checked everything that was
required
> > per
> > > > the
> > > > > > IG, but I simply cannot get a newly incoming email into CRM.
> > > > > >
> > > > > > To test I created a lead with an email to my old yahoo account,
I
> > even
> > > > > > converted it to a contact and account. Nothing. I only get the
> email
> > > in
> > > > > > outlook and its no where in CRM (no, not even in activities).
> > > > > >
> > > > > > Any thoughts?
> > > > > >
> > > > > > tia,
> > > > > > Gary
> > > > > >
> > > > > >
> > > > >
> > > > >
> > > >
> > > >
> > >
> > >
> >
> >
>
>


0
John
8/29/2003 8:56:52 PM
Ok, this just does not work, but before I start going nuts. Can someone
please verify that what I want is actually possible?

There are two main scenarios for incoming email.

First Scenario: The CRM user send the originating email to a customer, and
that customer replies. That incoming email from the customer is sent into
CRM. Great. This process works for me.

Second Scenario: A customer who is already in your CRM system
(lead,customer,account,whatever). He starts a brand new fresh email (ie no
GUID in the subject) and sends it to your CRM user. This email should go
into the CRM system, right? This does not work for me.

Now I've checked EVERYTHING. And given that the first scenario works, there
is no good reason for the second one not to. So I'm thinking, thats not how
its suppose to work. Can someone please verify that the Second Scenario that
I have explained works for them?

(I know I can manually promote that email, but thats not acceptable)

thanks,
 Gary

"Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
news:uKn9CEcbDHA.3896@TK2MSFTNGP11.phx.gbl...
> I have CRM running, and Exchange working fine. I can send an email via CRM
> and that works fine. The remote client that responds to the CRM email goes
> into CRM just fine. However if a remote client (who has a record in CRM)
> sends me an email it doesn't go into CRM, just outlook.
>
> I've already installed the Exchange router, got no errors. Theres no
errors
> in the CRM eventlog or the Exchange. I have the convert option set "Only
> e-mail about existing Microsoft CRM records". I've added the
CRMEmailenabled
> for my exchange account. And I've already checked that "mailserverurl" in
> the CRM server registry. I've checked everything that was required per the
> IG, but I simply cannot get a newly incoming email into CRM.
>
> To test I created a lead with an email to my old yahoo account, I even
> converted it to a contact and account. Nothing. I only get the email in
> outlook and its no where in CRM (no, not even in activities).
>
> Any thoughts?
>
> tia,
> Gary
>
>


0
Gary
8/29/2003 9:04:22 PM
GUID

Also, when a CRM user initiates an email (as in Scenario 1), that too
doesn't have a GUID, AND it doesn't get captured into CRM.

So I'm thinking, originating emails from either side don't get captured into
CRM because they don't have a GUID.

scared and confused,
 Gary

"Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
news:OLvN4CnbDHA.2672@tk2msftngp13.phx.gbl...
> Ok, this just does not work, but before I start going nuts. Can someone
> please verify that what I want is actually possible?
>
> There are two main scenarios for incoming email.
>
> First Scenario: The CRM user send the originating email to a customer, and
> that customer replies. That incoming email from the customer is sent into
> CRM. Great. This process works for me.
>
> Second Scenario: A customer who is already in your CRM system
> (lead,customer,account,whatever). He starts a brand new fresh email (ie no
> GUID in the subject) and sends it to your CRM user. This email should go
> into the CRM system, right? This does not work for me.
>
> Now I've checked EVERYTHING. And given that the first scenario works,
there
> is no good reason for the second one not to. So I'm thinking, thats not
how
> its suppose to work. Can someone please verify that the Second Scenario
that
> I have explained works for them?
>
> (I know I can manually promote that email, but thats not acceptable)
>
> thanks,
>  Gary
>
> "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
> news:uKn9CEcbDHA.3896@TK2MSFTNGP11.phx.gbl...
> > I have CRM running, and Exchange working fine. I can send an email via
CRM
> > and that works fine. The remote client that responds to the CRM email
goes
> > into CRM just fine. However if a remote client (who has a record in CRM)
> > sends me an email it doesn't go into CRM, just outlook.
> >
> > I've already installed the Exchange router, got no errors. Theres no
> errors
> > in the CRM eventlog or the Exchange. I have the convert option set "Only
> > e-mail about existing Microsoft CRM records". I've added the
> CRMEmailenabled
> > for my exchange account. And I've already checked that "mailserverurl"
in
> > the CRM server registry. I've checked everything that was required per
the
> > IG, but I simply cannot get a newly incoming email into CRM.
> >
> > To test I created a lead with an email to my old yahoo account, I even
> > converted it to a contact and account. Nothing. I only get the email in
> > outlook and its no where in CRM (no, not even in activities).
> >
> > Any thoughts?
> >
> > tia,
> > Gary
> >
> >
>
>


0
Gary
8/29/2003 9:09:05 PM
try setting the all incoming email in the workplace options and test what
effect that has



"Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
news:%23ZIWhFnbDHA.2632@TK2MSFTNGP09.phx.gbl...
> GUID
>
> Also, when a CRM user initiates an email (as in Scenario 1), that too
> doesn't have a GUID, AND it doesn't get captured into CRM.
>
> So I'm thinking, originating emails from either side don't get captured
into
> CRM because they don't have a GUID.
>
> scared and confused,
>  Gary
>
> "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
> news:OLvN4CnbDHA.2672@tk2msftngp13.phx.gbl...
> > Ok, this just does not work, but before I start going nuts. Can someone
> > please verify that what I want is actually possible?
> >
> > There are two main scenarios for incoming email.
> >
> > First Scenario: The CRM user send the originating email to a customer,
and
> > that customer replies. That incoming email from the customer is sent
into
> > CRM. Great. This process works for me.
> >
> > Second Scenario: A customer who is already in your CRM system
> > (lead,customer,account,whatever). He starts a brand new fresh email (ie
no
> > GUID in the subject) and sends it to your CRM user. This email should go
> > into the CRM system, right? This does not work for me.
> >
> > Now I've checked EVERYTHING. And given that the first scenario works,
> there
> > is no good reason for the second one not to. So I'm thinking, thats not
> how
> > its suppose to work. Can someone please verify that the Second Scenario
> that
> > I have explained works for them?
> >
> > (I know I can manually promote that email, but thats not acceptable)
> >
> > thanks,
> >  Gary
> >
> > "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
> > news:uKn9CEcbDHA.3896@TK2MSFTNGP11.phx.gbl...
> > > I have CRM running, and Exchange working fine. I can send an email via
> CRM
> > > and that works fine. The remote client that responds to the CRM email
> goes
> > > into CRM just fine. However if a remote client (who has a record in
CRM)
> > > sends me an email it doesn't go into CRM, just outlook.
> > >
> > > I've already installed the Exchange router, got no errors. Theres no
> > errors
> > > in the CRM eventlog or the Exchange. I have the convert option set
"Only
> > > e-mail about existing Microsoft CRM records". I've added the
> > CRMEmailenabled
> > > for my exchange account. And I've already checked that "mailserverurl"
> in
> > > the CRM server registry. I've checked everything that was required per
> the
> > > IG, but I simply cannot get a newly incoming email into CRM.
> > >
> > > To test I created a lead with an email to my old yahoo account, I even
> > > converted it to a contact and account. Nothing. I only get the email
in
> > > outlook and its no where in CRM (no, not even in activities).
> > >
> > > Any thoughts?
> > >
> > > tia,
> > > Gary
> > >
> > >
> >
> >
>
>


0
John
8/29/2003 9:57:27 PM
Hi Gary,

This is how it currently works. If you have the the e-mail setting to CRM
only - it only routes replies to e-mail sent out from CRM (and include the
GUID). New e-mail will not be routed to CRM.

If you set the e-mail setting to all e-mail, then MS CRM should receive all
e-mail and will attempt to associate it to the correct CRM entity (account,
lead, contact).

Hope this helps,

Joseph

in article OLvN4CnbDHA.2672@tk2msftngp13.phx.gbl, Gary at
gary.rey@NOOOOSPAM.virtium.com wrote on 8/29/2003 2:04 PM:

> Ok, this just does not work, but before I start going nuts. Can someone
> please verify that what I want is actually possible?
> 
> There are two main scenarios for incoming email.
> 
> First Scenario: The CRM user send the originating email to a customer, and
> that customer replies. That incoming email from the customer is sent into
> CRM. Great. This process works for me.
> 
> Second Scenario: A customer who is already in your CRM system
> (lead,customer,account,whatever). He starts a brand new fresh email (ie no
> GUID in the subject) and sends it to your CRM user. This email should go
> into the CRM system, right? This does not work for me.
> 
> Now I've checked EVERYTHING. And given that the first scenario works, there
> is no good reason for the second one not to. So I'm thinking, thats not how
> its suppose to work. Can someone please verify that the Second Scenario that
> I have explained works for them?
> 
> (I know I can manually promote that email, but thats not acceptable)
> 
> thanks,
> Gary
> 

0
NoSpam
8/30/2003 7:24:01 PM
Email works for me in that if i send an email out to a customer and he
responds, the response will appear in the activity history

however if a customer just emails then it does not go into crm unless i turn
on the option to bring all emails in or promote the email to a crm email
activity





"John O'Donnell" <csharpconsulting@hotmail.com> wrote in message
news:%23QieKinbDHA.1748@TK2MSFTNGP12.phx.gbl...
> try setting the all incoming email in the workplace options and test what
> effect that has
>
>
>
> "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
> news:%23ZIWhFnbDHA.2632@TK2MSFTNGP09.phx.gbl...
> > GUID
> >
> > Also, when a CRM user initiates an email (as in Scenario 1), that too
> > doesn't have a GUID, AND it doesn't get captured into CRM.
> >
> > So I'm thinking, originating emails from either side don't get captured
> into
> > CRM because they don't have a GUID.
> >
> > scared and confused,
> >  Gary
> >
> > "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
> > news:OLvN4CnbDHA.2672@tk2msftngp13.phx.gbl...
> > > Ok, this just does not work, but before I start going nuts. Can
someone
> > > please verify that what I want is actually possible?
> > >
> > > There are two main scenarios for incoming email.
> > >
> > > First Scenario: The CRM user send the originating email to a customer,
> and
> > > that customer replies. That incoming email from the customer is sent
> into
> > > CRM. Great. This process works for me.
> > >
> > > Second Scenario: A customer who is already in your CRM system
> > > (lead,customer,account,whatever). He starts a brand new fresh email
(ie
> no
> > > GUID in the subject) and sends it to your CRM user. This email should
go
> > > into the CRM system, right? This does not work for me.
> > >
> > > Now I've checked EVERYTHING. And given that the first scenario works,
> > there
> > > is no good reason for the second one not to. So I'm thinking, thats
not
> > how
> > > its suppose to work. Can someone please verify that the Second
Scenario
> > that
> > > I have explained works for them?
> > >
> > > (I know I can manually promote that email, but thats not acceptable)
> > >
> > > thanks,
> > >  Gary
> > >
> > > "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
> > > news:uKn9CEcbDHA.3896@TK2MSFTNGP11.phx.gbl...
> > > > I have CRM running, and Exchange working fine. I can send an email
via
> > CRM
> > > > and that works fine. The remote client that responds to the CRM
email
> > goes
> > > > into CRM just fine. However if a remote client (who has a record in
> CRM)
> > > > sends me an email it doesn't go into CRM, just outlook.
> > > >
> > > > I've already installed the Exchange router, got no errors. Theres no
> > > errors
> > > > in the CRM eventlog or the Exchange. I have the convert option set
> "Only
> > > > e-mail about existing Microsoft CRM records". I've added the
> > > CRMEmailenabled
> > > > for my exchange account. And I've already checked that
"mailserverurl"
> > in
> > > > the CRM server registry. I've checked everything that was required
per
> > the
> > > > IG, but I simply cannot get a newly incoming email into CRM.
> > > >
> > > > To test I created a lead with an email to my old yahoo account, I
even
> > > > converted it to a contact and account. Nothing. I only get the email
> in
> > > > outlook and its no where in CRM (no, not even in activities).
> > > >
> > > > Any thoughts?
> > > >
> > > > tia,
> > > > Gary
> > > >
> > > >
> > >
> > >
> >
> >
>
>


0
John
9/2/2003 2:27:57 PM
Matt,
Does CRM handle forwarded emails differently than emails sent directly to
Exchange?


"Matt" <matt_narayan@yahoo.com.au> wrote in message
news:09ac01c36e16$d0281710$a401280a@phx.gbl...
> Gary,
>
> Are emails delivered directly to your exchange server from
> the Internet or are they forwarded to exchange from a
> front-line mailserver?
>
> Matt.
>
> >-----Original Message-----
> >I have CRM running, and Exchange working fine. I can send
> an email via CRM
> >and that works fine. The remote client that responds to
> the CRM email goes
> >into CRM just fine. However if a remote client (who has a
> record in CRM)
> >sends me an email it doesn't go into CRM, just outlook.
> >
> >I've already installed the Exchange router, got no
> errors. Theres no errors
> >in the CRM eventlog or the Exchange. I have the convert
> option set "Only
> >e-mail about existing Microsoft CRM records". I've added
> the CRMEmailenabled
> >for my exchange account. And I've already checked
> that "mailserverurl" in
> >the CRM server registry. I've checked everything that was
> required per the
> >IG, but I simply cannot get a newly incoming email into
> CRM.
> >
> >To test I created a lead with an email to my old yahoo
> account, I even
> >converted it to a contact and account. Nothing. I only
> get the email in
> >outlook and its no where in CRM (no, not even in
> activities).
> >
> >Any thoughts?
> >
> >tia,
> >Gary
> >
> >
> >.
> >


0
Jared
9/12/2003 1:22:40 PM
Reply:

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