crm webclient opening outlook mail page RRS feed

  • Question

  • Hi,

    I am a beginner in CRM and learning.

    I have a question regarding CRM for outlook client.

    Whenever I open a contact record in crm web client and try to send Email, I see a outlook email page instead of CRM web client Email page.

    Why is it so? Is it some configuration settings that I need to change to see CRM Email page in Web client?

    Thanks for any help!

    Wednesday, August 27, 2014 8:48 PM

All replies

  • Because Only Outlook sends that mail, so you get the Outlook form.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Wednesday, August 27, 2014 9:37 PM
  • in addition to what Wayne said, if you want to use crm form for sending crm email, you have to create email activity and click send.

    there is another personal option that specifies what form to use, did you try if that helps?

    I will upload a screen shot asap.



    Wednesday, August 27, 2014 10:39 PM
  • Jithesh,

    No I haven't tried that..

    It would be helpful if you post a screen shot..


    Thursday, August 28, 2014 12:13 PM
  • bump..
    Thursday, August 28, 2014 3:01 PM
  • In Outlook> File> CRM>Options
    Thursday, August 28, 2014 10:44 PM