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Automate the set regarding option in CRM 2013 in Outlook? RRS feed

  • Question

  • Is there a way to configure the Outlook add-in for CRM 2013 to automatically set regarding on incoming emails, to the parent account, from contacts who are already in CRM?  Customer is asking for automated regarding, not just tracking.

    Thank you!

    June

    Thursday, February 12, 2015 5:27 PM