CRM 4 Tracking scenario

All replies

• 

  

  0

  Sign in to vote

  Hi Rob,

  This is by design that CRM can track emails related to regarding records and in relation to CRM contacts and users.

  Can you please elaborate a bit what exactly you mean by central email address? Where is it configured?

  I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.

  ---

  Ashish Mahajan, CRM Developer, CSG (Melbourne)
  My Personal Website: http://www.ashishmahajan.com
  My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
  My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

  My Linkedin:

  My Twitter: https://twitter.com/#!/ashishmahajan74

  Tuesday, April 24, 2012 8:15 AM
• 

  

  0

  Sign in to vote

  Hi Ashish,

  By central email address i mean a user / mailbox in active directory that is accessable by a whole department.

  Reply's to CRM emails are sent to it and then tracked in CRM - usually manually. It is done this way so if someone is sick etc items can be dealt with by others.

  What I would like to confirm is if I make this "Central" user a "CRM user" should the items then track - and that there would be no undesired consequences.

  I shall test this Thursday in my dev environment anyhow.

  Thanks, Rob

  ---

  Rob

  Tuesday, April 24, 2012 9:15 AM
• 

  

  0

  Sign in to vote

  Hi Rob,

  It is quite difficult to judge this scenario without experimentation and that too in CRM 4 environment.

  I don't see any issues in that, buy your doing the best thing to test it in your dev. There shouldn't be any issues as such, reason being email will act as a record in CRM. It will go through the same tracking as other CRM emails.

  I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.

  ---

  Ashish Mahajan, CRM Developer, CSG (Melbourne)
  My Personal Website: http://www.ashishmahajan.com
  My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
  My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

  My Linkedin:

  My Twitter: https://twitter.com/#!/ashishmahajan74

  • Proposed as answer by Ashish Mahajan Technical Architect, Writer Tuesday, April 24, 2012 9:43 AM
  • Marked as answer by Robiom Monday, April 30, 2012 5:30 AM

  Tuesday, April 24, 2012 9:43 AM
• 

  

  0

  Sign in to vote

  Hi,
                          
  If the response answered your question and you are satisfied, please mark the response as an answer and also vote as helpful. This will help others to search on similar problems.
                          
  Thanks in advance.

  ---

  Ashish Mahajan, CRM Developer, CSG (Melbourne)
  My Personal Website: http://www.ashishmahajan.com
  My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
  My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

  My Linkedin:

  My Twitter: https://twitter.com/#!/ashishmahajan74

  Thursday, April 26, 2012 12:48 PM
• 

  

  0

  Sign in to vote

  Hello,

  After some testing, I added a CRM user account to the domain user account being used for hte central email address.

  Tracking now works correctly for items sent back to the central email address !

  Hope this helps someone.

  ---

  Rob

  Monday, April 30, 2012 4:50 AM
• 

  

  0

  Sign in to vote

  Good work!

  In case if my response answered your question, please mark the response as an answer and also vote as helpful. This will help others to search on similar problems.

  ---

  Ashish Mahajan, CRM Developer, CSG (Melbourne)
  My Personal Website: http://www.ashishmahajan.com
  My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
  My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

  My Linkedin:

  My Twitter: https://twitter.com/#!/ashishmahajan74

  Monday, April 30, 2012 5:27 AM