How to capture response from mail through dialog in crm2015

In Microsoft Dynamics CRM 2015, you can capture the response from an email through a dialog by using the SendEmail message and the Email entity. Here's a step-by-step guide:

Prerequisites:

  1. You have a CRM 2015 instance with the Email Router installed and configured.
  2. You have a dialog created in CRM 2015.

Step 1: Create a new email entity

  1. Go to Settings > Customizations > Entities.
  2. Click on "New" to create a new entity.
  3. Enter the name "Email" and select "Email" as the entity type.
  4. Click "Save" to create the entity.

Step 2: Create a new email message

  1. Go to Settings > Customizations > Messages.
  2. Click on "New" to create a new message.
  3. Enter the name "SendEmail" and select "Email" as the message type.
  4. In the "Message" section, select "Send an email" as the message type.
  5. In the "Email" section, select the "Email" entity created in Step 1.
  6. Click "Save" to create the message.

Step 3: Configure the dialog

  1. Go to Settings > Dialogs.
  2. Select the dialog you want to capture the email response for.
  3. Click on "Edit" to edit the dialog.
  4. In the "Dialog" section, click on "Add Step" and select "Send an email" as the step type.
  5. In the "Send an email" step, select the "SendEmail" message created in Step 2.
  6. Configure the email settings as needed (e.g., subject, body, recipient).
  7. Click "Save" to save the dialog.

Step 4: Configure the email response

  1. Go to Settings > Customizations > Entities.
  2. Select the "Email" entity created in Step 1.
  3. Click on "Edit" to edit the entity.
  4. In the "Email" entity, click on "Add Field" and select "Response" as the field type.
  5. Configure the response field as needed (e.g., response type, response format).
  6. Click "Save" to save the entity.

Step 5: Test the dialog

  1. Run the dialog by clicking on the "Run" button.
  2. The dialog will send an email to the recipient.
  3. The recipient will respond to the email.
  4. The response will be captured in the CRM 2015 instance and stored in the "Email" entity.

That's it! You should now be able to capture the response from an email through a dialog in CRM 2015.