I have a 3rd party software that generates an email reminder when I need to contact customers. What I want is for this email to go into CRM and create an opportunity for the correct customer account.
I have been told that getting the email into a queue is the first step, and using this to trigger a workflow is the next one. Can anyone explain exactly what I need to do in each of these steps?
I have tried reading up on the issue and found information like this:
https://msdn.microsoft.com/en-gb/library/gg328103(v=crm.5).aspx
but it doesn't actually say how to do these steps.
I will also need to have CRM receive the incoming email and use information contained within it to create an opportunity for specific accounts - is this possible? Can CRM extract information from an email sent to it and use this?
Thanks