CRM 2011: Sending Email through Outlook first RRS feed

  • Question

  • We have never used Email through CRM. Is it possible to send an email through Outlook first then to CRM? Also wanting to make sure it is linked to the Account, when sent.
    Wednesday, April 22, 2015 2:24 PM

All replies

  • Emails created in CRM are sent using the outgoing email method specified on the account of the user creating the email. Only one outgoing method can be set for a user, the methods are to use the CRM client for Outlook or the Email Router (later versions of CRM also have Server-side synchronization but that is not available for CRM 2011).

    An email created in CRM can only be sent via one of the outgoing methods. Regardless of how it is sent, the email will be stored in CRM and linked to the record it was regarded to.

    Can you provide more detail on your question?

    Sunday, April 26, 2015 8:32 PM