Hi, Does CRM 3.0 come with the funtionality to automatically track emails
and create a case id without the need to manually click on the Track in CRM
button in outlook?

many thanks

Alan

RE: Auto case creation by FrankLee

FrankLee
Sat Apr 08 11:01:02 CDT 2006

1. Yes there is a way to auto track emails in 3.0. You can have all email
automatically tracked or depending on email containing a microsoft crm token
Microsoft CRM Menu >> Option > General > [Select the e0mail messages to
track in Microsoft CRM]

2. There is no "out of box" support to auto create a case from an incoming
email. Take a look at c360 solutions on email to case.

Good luck.

Frank Lee
Workopia, Inc.
http://www.workopia.com/Links.htm

"Alan" wrote:

> Hi, Does CRM 3.0 come with the funtionality to automatically track emails
> and create a case id without the need to manually click on the Track in CRM
> button in outlook?
>
> many thanks
>
> Alan
>
>
>