Hi
I'm about to investigate the use of a custom Queue for dealing with regular emails into one part of our organisation. Ideally this mechanism should pick these emails up and create an appropriate crm 'entity' from which users can then respond and link to accounts\contacts etc. My plan is
- Ask our exchange team to create a mailbox for email
- Create CRM Queue and 'bind' to mailbox
- Customise activity that the queue generates
Is this the right approach? Has anyone else done this and have any recommendations for getting this off the ground?
Do I need to do anything special to ensure that received emails are picked up by CRM? Ordinarily our users use the Outlook\CRM plugin to get emails into the system but I know we do have the email router running on one of our servers.
Thanks for any advice