Configuring the E-Mail Services
By default, users must use the Microsoft Outlook client to be able to send and track incoming e-mails in Microsoft Dynamics CRM Send E-Mail button, as shown in Figure 14.1.
Figure 14.1 Sending direct e-mail to a Contact from Microsoft Dynamics CRM.
Caution
If you do not install the Outlook client and you send a direct e-mail to a Contact using the CRM web interface, the e-mail will not be sent without a CRM router.
Notice the tooltip in Figure 14.1 says Create Related E-mail Activity. That is because the Contact is not only used in the To field but also in the Regarding field, which is another field that is ...
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