Using Advanced Find to list all the Microsoft CRM e-mail records with unresolved email addresses


Microsoft Dynamics CRM Email records can contain unresolved email addresses especially those from Microsoft CRM Outlook Client “Track in CRM” emails.  This is due to the typical Microsoft Outlook Email containing email addresses that are not related to any existing CRM Users, Accounts, Contacts, Leads at the time of being “tracked” in CRM.  Here is a screen shot of a sample CRM email with unresolved email:
 
 
 
So how do we find all the Microsoft CRM e-mail records with unresolved email addresses so we can update them?  Here is an Advanced Find setup screen shot that will display them:
 

image

This works for both Microsoft CRM On-Premise and CRM Online.  You can also create a Microsoft CRM Workflow with the above condition on Emails Create and Status Change to trigger an email alert whenever there is an unresolved email address.  Enjoy.

 
Contact us if you need help with your Microsoft CRM.  Free Estimate.
 
Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

Follow Workopia on Twitter

FREE 30-Day Trial, Setup & Training – Microsoft CRM Online
 Sign up for a FREE 30-Day Trial, Setup & Training

Advertisements

About Microsoft Dynamics CRM Online

Microsoft Dynamics CRM and CRM Online specialist. Microsoft CRM MVP since 2006
This entry was posted in Advanced Find, CRM On Premise, CRM Online and tagged . Bookmark the permalink.

2 Responses to Using Advanced Find to list all the Microsoft CRM e-mail records with unresolved email addresses

  1. Paul Jones says:

    I cant seem to work out how to build this same logic into a workflow condition – cant see parties in the conditions list (workflow – entity: email)

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s