This article is for advanced Microsoft CRM SDK C# developers. It describes the technique of direct SQL programming, when SDK doesn’t have the functionality to do the job.
Introduction. Looks like Microsoft CRM becomes more and more popular, partly because of Microsoft muscles behind it. Now it is targeted to the whole spectrum of horizontal and vertical market clientele. It is tightly integrated with other Microsoft Business Solutions products such as Microsoft Great Plains, Solomon, Navision (the last two in progress).
Here we describe the technique of creating closed activity-email using MS CRM SDK and direct SQL programming. bespoke crm platform
Imaging something like this. You need to handle incoming email before it is committed to MS Exchange database. You need to analyze if incoming email doesn’t have GUID in its Subject (GUID will allow MS CRM Exchange Connector to move email to Microsoft CRM and attach it to the Contact, Account or Lead) – then you still need to lookup MS CRM in case if one of the accounts, contacts or leads has email address that matches with sender email address – then you need to create closed activity-email in MS CRM, attached to the object and placed into general queue.