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Scrape Email Signature to update Dynamics 365 CE

  • 1.  Scrape Email Signature to update Dynamics 365 CE

    MICROSOFT MVP
    Posted Feb 20, 2020 12:02 PM
    Hi Team!

    The question recently came up if there is a tool that will look at the email signature in Outlook and know to update Dynamics if the title, phone number, address, etc. changes.

    So far I have only been able to find TextMiner or other CRM systems like Introhive that have this ability. It's not a common request but wanted to see if people have been able to perform this task.

    Thanks!

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    Seth T. Bacon
    RSM
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Scrape Email Signature to update Dynamics 365 CE

    Posted Feb 21, 2020 08:56 AM
    Hi.  First post to this group.  We have implemented Introhive a few months ago and are already seeing greater commitment of using Dynamics with Introhive's mining email and appointment To: line reducing a significant amount of administrative effort of logging in new clients, companies, and activities.  It does not scrap email signatures or content.
    Hope this helps.

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    Robert Burkholder
    Principal, Infrastructure Market Sector Leader
    Clark Nexsen
    Virginia Beach VA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Scrape Email Signature to update Dynamics 365 CE

    MICROSOFT MVP
    Posted Feb 24, 2020 12:52 PM
    Thanks @Robert Burkholder for the help! Always great to hear that you found a tool to improve user adoption, will be sure to look into it more for that use case.​

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    Seth T. Bacon
    RSM
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Scrape Email Signature to update Dynamics 365 CE

    TOP CONTRIBUTOR
    Posted Feb 24, 2020 02:02 PM
    Would it be something that could be built in PowerAutomate?

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    Sissy Bottcher
    AlphaBOLD
    San Diego CA
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Scrape Email Signature to update Dynamics 365 CE

    MICROSOFT MVP
    Posted Feb 24, 2020 02:36 PM
    That's an intriguing idea.

    @Ed Gonzales - thoughts on the ability to scrap an email and update the contact information in Dynamics based on the email address?

    ------------------------------
    Seth T. Bacon
    RSM
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Scrape Email Signature to update Dynamics 365 CE

    TOP CONTRIBUTOR
    Posted Feb 24, 2020 04:11 PM
    Scraping the email should be easy enough. What will be tricky is to identify the contact info as signatures won't be standardized. You'd either need to come up with your own logic to identify what is what or find a tool that plugs into PowerAutomate and can do it for you.

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    Sissy Bottcher
    AlphaBOLD
    San Diego CA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: Scrape Email Signature to update Dynamics 365 CE

    D365UG/CRMUG ALL STAR
    Posted Feb 25, 2020 01:12 PM
    @Sissy Bottcher is exactly right.  Where you'll run into the most trouble is the inconsistencies of the format of all the different senders.  The same tool I use to scan business cards and sync the contacts across all of my accounts, also will extract signature information and sync to my account...which I can then sync to D365.

    If that sounds like it might work, check out Contacts+ or other similar products to manage this without too much complexity.

    Keep us posted, either way!
    -Ed-

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    Ed Gonzales
    Process and Resource Improvement
    Hampton Products International
    Irvine CA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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