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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Sending and Tracking E-Mail Messages in Microsoft Dynamics CRM for Outlook

Even though you can create and send Microsoft Dynamics CRM e-mail messages with the Web client, most users prefer to create and reply to their e-mail messages by using Outlook. Copies of your Outlook e-mail messages can be saved to Microsoft Dynamics CRM so that you can go back later and see a complete history of the communications. Much like creating contacts, tasks, and appointments in Outlook, you can create e-mail messages as you normally would in Outlook and save a copy of each message to Microsoft Dynamics CRM by clicking the Track In CRM button. When processing the e-mail message, Microsoft Dynamics CRM for Outlook reviews the list of message participants and automatically ...

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