Archives by Tag 'email'

Set a default email template for new emails on cases.

By Carlton Colter - Last updated: Friday, October 2, 2009

In response to Peter Bergman’s post on the CRM forums, I traversed Microsoft’s code. I determined that the ApplyTemplate loads a specific page, and on that page, the ok button sets the information on the calling page. I melded the ApplyTemplate and ok methods together to create LoadTemplate provided below. With the right parameters, it will set the default template.

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CRM 4.0 Email Router POP3 Configuration

By Carlton Colter - Last updated: Tuesday, February 17, 2009

The CRM 4.0 Email Router does not allow you to specify the username when you are configuring an incoming pop connection. Then you might run into problems if the username doesn’t match the email address. It apparently uses the email address as the username (which is not always plausible or valid). I just came to this realization when I had to trace my crm router mailbox because it could not test correctly on incoming messages. I renamed my account and now it works.

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