Hi,
I'm trying to wrap my head around the email tracking function in MS CRM.
I find the 'Track in CRM' behaviour very odd though. When
choosing 'Track in CRM' in Outlook the email gets added to your own
personal queue. From here though I can't really see anything you can do
with it apart from convert it into an oppotunity. What if I want to
convert it to a lead or maybe a case?
I would of the thought the logical thing would be when you click 'Track
in CRM' it would prompt you to associate it with an existing case, lead
etc or create a new one and associate it with that.
I also find it odd that if you do associate it with an existing case etc
, the email still sits there in your queue.
Sure you can delete the email from your queue but then it no longer
appears in the history of the case you associated it with.
I would be very greatful if someone could explain how it works exactly.
Cheers,
Simon Porter