We are testing CRM 2013 now. In CRM 2011 we are using a distribute Campaign Activity from Outlook for sending mass emails and tracing its into CRM. You would follow this chain of events.
1) Create a new Campaign Activity in the Campaign.
2) Set the Channel to “Email via Mail Merge”.
3) Select the Marketing list.
4) Distribute the Campaign activity from Outlook, select a template.
5) If the latter, Word would load, allowing you to create an email, including merge fields from CRM.
6) When finalised, a screen would pop up allowing you to elect whether to create Activities for each merged email.
It now appears that in CRM 2013, Step 6 does not occur. It instead sends the emails straight away, without giving the opportunity to track emails into CRM. Is this a behaviour which can be changed?
