With MS Dynamics CRM 2012, is there a way of adding tracking codes to the end of each of the links within the email?
So we can identify which contacts clicked on the links to our website.
Not out of the box.
But CRM is xRM, so you can do this multiple ways. Probably the easiest that comes to mind is to modify the email template to include the GUID of the recipient in the URL as a parameter. Then inside your website (where the link directs to), log the visit based off of the GUID parameter.
Related
how do I connect an Outlook calendar to SharePoint Online?
I see the option to add a new calendar but I don't know how to get the correct "Outlook Web Access URL" and "Exchange Web Service URL".
Am I on the right track?
Thanks!
SharePoint Online Doesn't support Calendar overlay with Exchange web service.
The same question is answered here:
https://sharepoint.stackexchange.com/questions/199097/how-to-find-url-outlook-web-access-url-for-calendar-overlay-with-office-365
Yes it's possible. You can sync using Power Automate. The SharePoint Calendar is a SharePoint list with the name "Calendar". It's a simple PowerAutomate workflow with few steps which you can set up in a few minutes. In case you want to use a Shared Mailbox you can sync the calendar from therein when you share this calendar with your personal mailbox. Then you will see it in Power Automate shown as Calendar to retrieve events from.
Please note: SharePoint Item Action in Power Automate doesn't support all SharePoint List field types, e.g. checkboxes like "All Day Event". Nevertheless you can sync All Day Events which will show up with scheduled time 12pm-12pm.
You can also include SharePoint Calendars as SharePoint Web Part e.g. in a SharePoint Page.
In my org, there's a team who controls some of our policy and procedure. It's currently announced and tracked through a series of emails to the team, but that's less than ideal.
I'm going to set up a sharepoint page on our site where we can house these change emails and revisit them in a centralized location. Is there a way to automate the process of taking the content of the email and creating an entry on a sharepoint page of it?
Possible solution:
1. At Sharepoint, create "email enabled" document library. This will allow you send emails to library email address, email letter will be stored in this doc library.
2. For this doc library, create event receiver and handle onaitemadded(read email body and create or update corresponsing Sharepoint page)
I have a SharePoint 2013 calendar that needs unique permissions on it, allowing people who have NOT been granted access to the parent site access to this calendar. I've broken inheritance on this calendar and granted Read permissions on the calendar to these non site members. They are able to browse the calendar via Internet Explorer, but if they click the Connect to Outlook button in SharePoint, Outlook prompts for a username/password that can never authenticate. The calendar is added to Outlook, but any attempts to sync results in an error message:
'Task SharePoint reported error (0x80070005): You do not have permission to view theis SharePoint List... HTTP 401'
I've tried the conventional wisdom of deleting the calendar from Outlook and adding again, but always get the same result. The only thing that seems to fix the issue is to add the external user to the calendar's parent site as part of the members group. This gives that external user access to other content in the parent site we want to restrict, so this is not an option.
Any suggestions on how to resolve this issue?
Tks
In order to Sync a SharePoint list or library to Outlook, the user must have Collaborate permissions for the library or list (2nd paragraph).
Finally got it figured out. There are a couple of folders like Site Collection Images and Style Folders that have unique permissions under the calendar parent site. My external users were not members of these libraries. As soon as I added them, I was able to add my SharePoint calendar to Outlook.
Is it possible to create an activity explorer in Sharepoint 2010?
By activity explorer I refer to the functionality of logging emails, phone calls, documents accessed (and time and who accessed/edited them) to specific entries in a database.
For example, I intend to export my current Access Claims Management database top a Sharepoint sever.
With each claim entered into the database:
I wish to log all relevant emails sent, and the user logs all relevant calls. This would require sending emails through the sharepoint front end I pressume?
For each claim a directory is created, where the user can store relevant documents to each claim. Is it possible to log / version control these documents?
Thanks in advance for any assistance or advice.
Noel
Quick answers:
-I wish to log all relevant emails sent, and the user logs all relevant calls. This would require sending emails through the sharepoint front end I pressume?
Yes, otherwise you would not be able to track them.
-For each claim a directory is created, where the user can store relevant documents to each claim. Is it possible to log / version control these documents?
Yes, you could employ a document library that creates folders automatically when an email arrives. Or you can pre-create and then any email sent to the document library will be displayed as a SharePoint item. You can enable versioning on any SharePoint list/document library.
You could then build an custom activity explorer that will display all these actions.
I have a code activity that sends an email in a VS workflow. It simply sets the 'To' property to the name of a SharePoint group in the site collection. However, only the 1st person in the group gets emailed.
Any ideas why this is happening?
thanks
Does your group contain anything other than just users (ex: distribution lists, ad groups)?
If this is still a problem and you need to be able to send to a SharePoint group, I would recommend writing a custom workflow Action that would gather the emails of all the users in a specified group (you can find many tutorials online on how to make a custom action).
Turned out it was not even emailing the first user. I decided to extract the user emails programatically instead. Works fine.