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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Capturing E-mail

Many of our conversations these days are captured in e-mail, and yet we often don’t manage to get these e-mails saved and associated with other company information. When only storing e-mail in our personal Outlook folders, we lose the chance to categorize and associate e-mails with specific service cases, sales opportunities, and marketing campaigns. Microsoft Dynamics CRM resolves this issue by offering a number of configuration choices when it comes to e-mail.

Choices include the following:

Track all incoming Outlook e-mail in Microsoft Dynamics CRM—This tracks all e-mail for the specified user in Microsoft Dynamics CRM as e-mail activities, and a link exists between all e-mail-associated people in the To and From fields. ...

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