locked
Email Router and "tracking/set regarding" functionality in Outlook RRS feed

  • Question

  • Hello,

    We're deploying CRM 2011 and we would like to enforce web-based CRM usage among our users, thus we don't desire installing the Outlook Client for our users. However we need to track the incoming and outgoing emails from Outlook and link them (in other words, set regarding) to certain CRM entities. 

    Question: would we get the "track" and "set regarding" buttons in Outlook by only installing the Email Router and not the Outlook Client?

    Thank you for your feedback.

      
    Wednesday, April 3, 2013 3:09 PM

Answers

  • Sorry to say "No", but you need to install the Outlook Client to get Buttons in Outlook. 

    The E-Mail Router is another option, if you don´t want to use outlook or you don´t have outlook. For example you can use it with a forward mailbox and a client mailbox rule forwarding emails to this mailbox. Then the E-Mail Router will upload all these emails to CRM.

    If you want to simulate a "set regarding" with E-Mail Router you´ll have to use Processes as well to set regarding not only to leads, contacts, accounts or systemusers.

    Hope this helps


    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist, MVP für Microsoft Dynamics CRM

    • Marked as answer by bbbzdh Wednesday, April 3, 2013 3:38 PM
    Wednesday, April 3, 2013 3:27 PM

All replies

  • Sorry to say "No", but you need to install the Outlook Client to get Buttons in Outlook. 

    The E-Mail Router is another option, if you don´t want to use outlook or you don´t have outlook. For example you can use it with a forward mailbox and a client mailbox rule forwarding emails to this mailbox. Then the E-Mail Router will upload all these emails to CRM.

    If you want to simulate a "set regarding" with E-Mail Router you´ll have to use Processes as well to set regarding not only to leads, contacts, accounts or systemusers.

    Hope this helps


    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist, MVP für Microsoft Dynamics CRM

    • Marked as answer by bbbzdh Wednesday, April 3, 2013 3:38 PM
    Wednesday, April 3, 2013 3:27 PM
  • Carsten, thanks very much for your straight forward answer.
    Wednesday, April 3, 2013 3:38 PM