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  • Question

  • Prompt please. Whether It is possible to use Microsoft Dynamics CRM for Outlook so that he automatically established the relation of the incoming letter with entity in CRM (account, leads, opportunities)  depending on conditions (e-mail).....?

    For example, to me the letter has come. I once establish connection with entity (set regarding), and then he will automatically connect letters from this sender with that entity with which I the first time have connected

    Monday, March 2, 2009 1:31 PM

Answers

  • Yes, this is possible. Check out the email tracking options in the Outlook client.
    • Proposed as answer by Jim Glass Jr Monday, March 2, 2009 11:25 PM
    • Marked as answer by Elka_ Tuesday, March 3, 2009 7:44 AM
    Monday, March 2, 2009 10:12 PM
    Moderator

All replies

  • Yes, this is possible. Check out the email tracking options in the Outlook client.
    • Proposed as answer by Jim Glass Jr Monday, March 2, 2009 11:25 PM
    • Marked as answer by Elka_ Tuesday, March 3, 2009 7:44 AM
    Monday, March 2, 2009 10:12 PM
    Moderator
  • Thank you! :)
    Tuesday, March 3, 2009 7:43 AM