Email tracking not synced into crm immediately
Question
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Dynamics CRM 2013 on premise, with server side sync enabled.
Observation: When an email is tracked inside Outlook, the email is not synced into CRM immeidately, and the Convert To button is not enabled. After a while, backgroud sever side sync happend, the email is synced into CRM and the Convert To is enabled.
Question: this result is probably by design, but the user experince is not good; any way to improve it to make the email synced into CRM immeidately so that "Convert To" is enabled for the user to let her continue her workflow?
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Kevin Dan's profile Please click "Mark As Answer" on the post if this post answers the question or "Vote as Helpful" when it helps.
Answers
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Thanks for mentioning the settings. For best user experience, we'd like the ConvertTo button immeidately available, set user's mailbox to Outlook not Server side sync enables the button immediately.
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Kevin Dan's profile Please click "Mark As Answer" on the post if this post answers the question or "Vote as Helpful" when it helps.
All replies
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Thanks for mentioning the settings. For best user experience, we'd like the ConvertTo button immeidately available, set user's mailbox to Outlook not Server side sync enables the button immediately.
View
Kevin Dan's profile Please click "Mark As Answer" on the post if this post answers the question or "Vote as Helpful" when it helps.
