How to Categorise Email in Microsoft CRM
November 3, 2008 by JFerguson
Joel Lindstrom a Microsoft CRM MVP has written a great article about managing your flood of emails with Outlook and Microsoft Dynamics CRM.
To quote:
You are a busy professional who sends and receives a large quantity of e-mail messages. Fortunately, you have Microsoft Dynamics CRM, so you track these messages from Microsoft Office Outlook and associate them with the account, contact, or opportunity that they pertain to.
But say that you want to further categorize these e-mail messages, so that when you look through a mile-long list of e-mails on a contact record, you can see those tagged as, for example, “Product Question”.
Learn how by clicking here to read the whole article!
Comments
One Response to “How to Categorise Email in Microsoft CRM”
Feel free to leave a comment...
and oh, if you want a pic to show with your comment, go get a gravatar!
-
Subscribe in your RSS Reader
-
Warning: Missing argument 5 for tweetbacks_get_avatar() in /home/crmperth/public_html/wp-content/plugins/tweetbacks/tweetbacks.php on line 197
Yeah that’s fine, but another approach I’ve heard is to add a button to the form which flips the statecode back to 0 - I know it’s not supported, but having to run a workflow on each email is a pain in the butt.