Use Dynamics 365 to query Office 365 email account to automatically create contacts based upon extracted email signature info

I have successfully integrated Microsoft Dynamics 365 with Office 365 and Outlook 2016 by following the steps in this URL.

Now I need to setup & use Dynamics 365 to query all emails within an Office 365 email account and extract the contact information contained in the email signature area (name, address, company name, phone numbers, website address, etc). This info is usually found in the user's signatures at the end of their emails (see the email signature examples below). I need all this info extracted and used to create & update individual Outlook contacts for each user.

Please provide me with instructions on how this can be done.

If any further information or explanations are needed please let me know.

Email signature information that needs to be extracted & used to create Outlook signatures:
IT GuyNetwork EngineerAsked:
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Chinmay PatelChief Technical NinjaCommented:
Hi Knowledeable,

It is not possible to do this in Dynamics 365. The link that you have followed at most will capture the email address that too from the sender's email. What you are expecting is not a feature of Dynamics 365 and I do not think it is possible without implementing some outrageous AI or extremely complex Regex using custom code.

I did see your earlier post and the response but as I do not want to interfere I did not add this comment. I am more than happy to explain in detail if you would like to understand my answer. Please comment back if you would like me to do so.

Regards,
Chinmay.
0
IT GuyNetwork EngineerAuthor Commented:
Does anyone know if there is any way of doing this?

Several people have told me that Microsoft Dynamics can be used to do this.

I have Microsoft Dynamics installed and integrated with Office 365 I'm just not sure how to use it to do what I have asked in this question.

How can this be done?
0
Chinmay PatelChief Technical NinjaCommented:
Hi Knowledgeable,

I would love to talk to these several people :). There is a trend nowadays anyone and everyone claims to be a Dynamics 365 expert as it is a very niche market right now(and hopefully it will stay the same for couple of years).

I will explain your question and then explain why it is not easy to do(even with custom programming - I hope it will help you.)

Now I need to setup & use Dynamics 365 to query all emails within an Office 365 email account and extract the contact information contained in the email signature area (name, address, company name, phone numbers, website address, etc). This info is usually found in the user's signatures at the end of their emails (see the email signature examples below). I need all this info extracted and used to create & update individual Outlook contacts for each user.

Easy and doable part:
querying all emails withing an Office 365 email account is easy. You have to configure server side synchronization and configure that mailbox in Dynamics 365. After that emails will start showing up in Dynamics 365 -it can take some time but it will happen. And when tracking of the emails happen you can easily create contacts - 'cause you will have "From" email id. And probably you will be able to get the full name - first name + last name as well.

Hard to do part:
Extract the contact information contained in the email signature area.

Why?
Every email signature is different. For example, someone will write first name then last name, some will write last name then first name.
Some might have website address, some might not have it. Some will have their upcoming leave info/travel info in the signature. There are n number of combinations. Now to extract data which is not linear in nature, you need either strong Regular Expression - which is not a sure shot OR a powerful AI - which again might make mistakes.

Let me tell you something, post this query in other topic areas and see what response you get. I hope my explanation will help you.

PS: I am more than happy to be wrong here. Because if someone has figured this out, then it can be a game changing feature of any CRM.

Regards,
Chinmay.
1

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