Reputation: 4170
We are trying to automate a few things in CRM and I have an idea about how to go about it while still allowing customizations from the Process section in CRM Settings.
The problem: We receive a lot of E-mails from an account that are added to a Queue. This queue fills up faster than we can clear it. Most of these E-mails have a standard format and the user only has to read a few lines of the the E-mail body to figure out what to do. There's a total of 6 different workflows that the user would do. These haven't been implemented.
Reading the documentation of CRM, I figured that I would need a custom Plug-in that would parse the E-mail body, and trigger a workflow in CRM according to the values in the E-mail. I also need some of the values that the E-mail contains to be passed to the workflow. I already have the Plug-in setup to do this.
The problem I run into is creating a process which takes in custom parameters passed over by the Plug-in I created. I need to access these values in the front-end (one of the Processes in CRM Settings). Is this possible? If not, is there another way to achieve this?
Upvotes: 2
Views: 291
Reputation: 769
Is there a reason you used a Plugin to kick-off this automation instead of a Custom Workflow (which is a Process)? You could perform the parsing of the E-mail inside your Custom Workflow, and use its InOutArgument properties to pass values into subsequent child workflows.
Definition: https://msdn.microsoft.com/en-us/library/gg327984(v=crm.5).aspx
Sample: https://msdn.microsoft.com/en-au/library/gg334455(v=crm.5).aspx
Upvotes: 1