Track in CRM - How to find tracked email in CRM RRS feed

  • Question

  • If I am in Outlook and hit the "Track in CRM" button, but do not assigned a case or order number to the email, how then do I find the email in CRM?
    Tuesday, May 6, 2014 4:33 PM

All replies

  • You can go to Activity->Filter with Email function or use Advanced find function to find the tracked Email in CRM.


    Wednesday, May 7, 2014 7:20 AM
  • look at blog, you will get answer about tracking in crm


    Wednesday, May 7, 2014 3:32 PM
  • Please do advanced find shown in screen below, it displays all emails tracked in CRM today..

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    Wednesday, May 7, 2014 6:53 PM