Bio - Jagan Peri

For this blog, I wanted to provide an overview of the multi-tenancy capabilities we added in CRM 4.0.

For this blog, I wanted to provide an overview of the multi-tenancy capabilities we added in CRM 4.0

A frequently asked question is about converting an incoming email into a case (or a lead). If you open

In an earlier blog ( E-mail to Case/Lead Using CRM 4 Workflow ), I described a sample workflow that could

In an earlier blog ( E-mail to Case/Lead Using CRM 4 Workflow ), I described a sample workflow that could

In an earlier blog ( E-mail to Case/Lead Using CRM 4 Workflow ), I described a sample workflow that could

CRM 4.0 introduced many changes to the way URLs need to be constructed. In MSCRM 3.0 and earlier, you

CRM 4.0 introduced many changes to the way URLs need to be constructed. In MSCRM 3.0 and earlier, you

Hi Jagan,

Your Blog "E-mail to Case/Lead Using CRM 4 Workflow", is very simple and it works fine.

But I can´t asociate the queue with the list of customers (Account/Contact).

The field "Regarding" always is empty.

Do you have a suggestion?

Thanks in advance.

EGN

Hi Jagan,

I thank you for your Custom Workflow Activity for matching email addresses to customers blog you posted. I'm running into a little issue hoping that you can help out. Since the custom workflow only works if there's match found in CRM. In case of a match wasn't found in CRM, how are you going to handle it? You mentioned at the end of your blog that we can create contact/account in the workflow rule if a match wasn't found. Can you elaborate the steps who we're going to check in the workflow rule if a match wasn't found? Thanks alot. You can email me back at frho02@yahoo.com. Thanks again.