Track in contac in CRM from Outlook?? RRS feed

  • Question

  • how to untrack item from outllok so no longer can be syncronized in CRM?
    Wednesday, January 20, 2010 12:36 PM


  • If the record (email) is tracked in CRM, simply click the "Track in CRM" button to untrack it. The window will occur with a question whether you'd like to delete the item or to remvoe the link.
    If you want to untrack the contact, you can do so with contacts created in Outlook - simply do not track them. Once you track the contact, you will have to remove it from CRM, so that it is not copied again to your outlook.

    I hope that helps,
    -- Kuba Skałbania, Netwise
    Wednesday, January 20, 2010 4:06 PM