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Addressing Emails with an Alternate Address in MS CRM

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Customer Relationship Management

I recently was programmatically addressing emails in CRM in a custom workflow. (I had to create an attachment to the email using SSRS necessitating a custom workflow.) One of the requirements was to be able to send an email to an email address that contains a contact’s fax number to a special domain. The problem is that in CRM an email is addressed by creating an ActivityParty record with the PartyId property being set to an EntityReference.

The CRM Way of Life

Posted in

Customer Relationship Management

Each person in the CRM workflow has interest in the system for a different reason. Management would like a system that is more trustworthy than a stream of spreadsheets; they want the best chance to close sales, attract prospects, generate referrals and optimize customer relationships. With a growing dependency on technology, your coworkers want some sort of system that will help them do their job with ease. Customers would like to have their records easily accessible so they don’t have to repeat themselves.

The Marketing Automation Checklist

Marketing technology is on the rise and one of the strongest tools in the toolkit is: marketing automation. Even just the name sounds fantastic. Who wouldn’t want a system that will assist in sending campaigns to the right current and potential customers at the optimal time? If your company is considering making a marketing investment, it is definitely a tool to consider. 

Here are some topics below to consider:

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