Tuesday, December 29, 2009

MSCRM: Finding Unresolved Emails

Do we need a quick way to locate all unresolved emails in MSCRM and update them? See the Advanced Find below.

There a number of reasons why you might encounter unresolveds email in MSCRM. One reason is when you are using the Microsoft CRM Outlook Client "Track in CRM" feature. This is due to Outlook containing email addresses that are not related to any existing CRM Users, Accounts, Contacts or Leads at the time of being "tracked" in MSCRM.

Use the Advanced Find listed below to find all the Microsoft CRM e-mail records with unresolved email addresses and update them.

* Click New > select Look for: E-mail Messages
* Click Select > Status Reason > Select Equals > Select Received;Sent
* Click Select > Activity Parties (Activity)

Create the Group below:
* Click Select > Participation Type > Equals > ToRecipient
* Click Select > Participation Type > Equals > Sender
* Click Select > Participation Type > Equals > BCCRecipient
* Click Select > Participation Type > Equals > CCRecipient

* Select the four Participation Type values > Group OR
* Click Select > Party > Does Not Contain Data

Save the Advanced Find and then click Query. It should list any unresolved emails.

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