we are on SAP CRM 7.0 EHP1 SP4 and face a problem with inbound emails. We want to have all mails in WebUI as activities, which are sent to a predefined mail address. We do not want to use Interaction Center for that.
For my personal email inbox upload I can use one-to-one mailing, where I can upload emails manually to CRM WebUI. Now we want to have an automatic email-upload to CRM WebUI of all mails sent to this email inbox. The mails have to exist as activities in WebUI, when an email is sent to our predefined mail address.
What do you think is the best way to do this?
If my understanding is correct on your query then :
Why don't you explore the rule policies where you can create an activity for each mail which gets landed in the inbox . you can create an interaction record for the emails which have got e-mail address address maintained in the Business Partner.
eg : If Andriy.Semenov@gmail.com is maintained as email address of the Business partner and email is coming from that email ID to the SAP system then an interaction record can be created.
Let me know if this helps you !
thank you for your reply.
Interaction record is also a good idea, but we need activitiy "Email", i.e. transaction type 0004.
We use web UI role SALESPRO. So we don't use interaction center.
Is it possible to create activity email with rule policies?
I assume that you're talking about simple inbound e-mail process (not ERMS) established using workflow
WS14000164. If so, you can modify it and add a step to create an activity after step "E-mail item" (task TS14008030).
Or other option is to try to use method AFTER_AGENT_DETERMINATION of BAdI CRM_IC_INBOX_BADI which is called in rule on the same step "E-mail item". Not sure if this will satisfy your requirements.
it is possible to save emails that you sent as email activities. we have done this but in the seperate scenario. we have done it for outbound emails. each mail we sent, we create activity and stored it as follow up document in the transactio history assignment block.
we have used
cl_crm_email_utility=>create_activity method and also i would suggest the to observe the on_send event handler code of BT126H_MAIL - SENDSCREEN view.
Let me know incase if it helps you.