Howdy, Stranger!
Categories
- All Categories
- 73 General
- 73 Announcements
- 66.6K Microsoft Dynamics NAV
- 18.7K NAV Three Tier
- 38.4K NAV/Navision Classic Client
- 3.6K Navision Attain
- 2.4K Navision Financials
- 115 Navision DOS
- 854 Navision e-Commerce
- 1K NAV Tips & Tricks
- 772 NAV Dutch speaking only
- 615 NAV Courses, Exams & Certification
- 2K Microsoft Dynamics-Other
- 1.5K Dynamics AX
- 306 Dynamics CRM
- 109 Dynamics GP
- 10 Dynamics SL
- 1.5K Other
- 993 SQL General
- 384 SQL Performance
- 34 SQL Tips & Tricks
- 34 Design Patterns (General & Best Practices)
- Architectural Patterns
- 10 Design Patterns
- 5 Implementation Patterns
- 53 3rd Party Products, Services & Events
- 1.7K General
- 1.1K General Chat
- 1.6K Website
- 79 Testing
- 1.2K Download section
- 23 How Tos section
- 260 Feedback
- 12 NAV TechDays 2013 Sessions
- 13 NAV TechDays 2012 Sessions
Problems related to tracking email from Outlook 2013 to CRM
PanzeriElena
Member Posts: 21
We have some problems related to tracking email from Outlook 2013 to CRM 2011.
We have installed the rollup 15 for CRM client for Outlook.
Manual tracking:
1) Customer A sends an email to user X
2) User X tracks email on CRM creating a new case
3) The email from customer A to user X is tracked automatically on CRM
4) User X replies to customer A
5) The email from user X to customer A is tracked automatically on CRM
6) Customer A replies to user X (using the same email already tracked on CRM)
5) The email from customer A to user X is not tracked automatically on CRM, but manually through the function TRACK
Owners and Author of email tracked on CRM:
1) User X tracks the email and create the case on CRM
2) In the case, we have the email tracked, but the owner is user Y and the author is user Z
How can we solve or what we have to check?
Thank you,
Elena Panzeri
We have installed the rollup 15 for CRM client for Outlook.
Manual tracking:
1) Customer A sends an email to user X
2) User X tracks email on CRM creating a new case
3) The email from customer A to user X is tracked automatically on CRM
4) User X replies to customer A
5) The email from user X to customer A is tracked automatically on CRM
6) Customer A replies to user X (using the same email already tracked on CRM)
5) The email from customer A to user X is not tracked automatically on CRM, but manually through the function TRACK
Owners and Author of email tracked on CRM:
1) User X tracks the email and create the case on CRM
2) In the case, we have the email tracked, but the owner is user Y and the author is user Z
How can we solve or what we have to check?
Thank you,
Elena Panzeri
0