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CRM 4 - send document as attachment, no "track in crm" RRS feed

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    Wow - I can't believe I have never noticed this before.

    When sending a document as an attachment (from inside the document - not from outlook and attaching it), there is no opportunity to track in CRM.  Even if Outlook is already open.

    Why is this?  Can a change be made to allow for tracking in CRM?

    I have tried to add the "track in crm" menu to the toolbar but that doesn't work.

    The only way is to close the email and save as draft.  Reopening it allows for track in crm.

    Bug?  As designed?

    Regards, Bill
    Wednesday, February 16, 2011 2:02 AM

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    They would need to develop a custom add-on for Office using VSTO.But I'm not sure if it's even possible to develop an add-on that calls the CRM add-on.

    Another alternative is to use the E-mail Router for tracking emails rather than relying on the Outlook add-on.

    Regards, Neil

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    • Marked as answer by CRM Bill Wednesday, February 16, 2011 7:11 PM
    Wednesday, February 16, 2011 1:37 PM
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    Hi Bill, this is a limitation of Office. When you use the E-mail feature from within an Outlook program it starts a new Outlook email message but no other Outlook add-ins are loaded into the new message form (so you can't track in CRM, for example).

    I wouldn't say this is by design exactly, it's just a limitation of Office (presumably for security or performance reasons).

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Wednesday, February 16, 2011 11:54 AM
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    Any thoughts/insight into what our dev team could do to create a workaround?
    Regards, Bill
    Wednesday, February 16, 2011 1:23 PM
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    They would need to develop a custom add-on for Office using VSTO.But I'm not sure if it's even possible to develop an add-on that calls the CRM add-on.

    Another alternative is to use the E-mail Router for tracking emails rather than relying on the Outlook add-on.

    Regards, Neil

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    • Marked as answer by CRM Bill Wednesday, February 16, 2011 7:11 PM
    Wednesday, February 16, 2011 1:37 PM
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    Gotcha.  Thanks.
    Regards, Bill
    Wednesday, February 16, 2011 7:11 PM