crm 2013 using server-side sync - how to track email in CRM? RRS feed

  • Question

  • So, we see server-side sync with Exchange to be a major improvement over Outlook add-in, however has anyone a solution for promoting outlook email to CRM in this scenario, e.g. send to special queue or something? Thanks
    Saturday, January 4, 2014 3:23 PM

All replies

  • to track emails you will still need to use the outlook client and the track in crm button. This is a assuming its a new email that was not originated in CRM.

    Saturday, January 4, 2014 3:27 PM
  • Is there a workaround for promoting emails to CRM when using Server-Side-Sync - like forwarding to a users own queue to allow them to manually set regarding or something?
    Friday, February 14, 2014 9:10 AM