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Tracking Emails with Outlook for Dynamics CRM

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Introduction

This blog shows how to track emails in Dynamics CRM with the Outlook plug-in. A key advantage of the plug-in is that it allows staff to easily add important emails to CRM, without changing the way they work.

Tracking an Email

With the Outlook plug-in installed the email Message ribbon bar will have two additional options – Track/Untrack and Set Regarding. To track an email in CRM click “Track”. You can change your mind/stop tracking any additional responses by clicking the “Untrack” option. The email will be automatically stored as an Email Activity for each Contact, Lead or Account on the To list. 
 
When you hit track the Microsoft Dynamics CRM panel will be shown at the bottom of the email message.

Email track 1

 

Set Regarding

The email will be tracked against each Contact, Lead or Account, but you may also want to have the Email Message activity show on the CRM record the email is about e.g. on the Invoice or Opportunity. To also have the email show on the related record hit “Set Regarding” and select the record you would like to associate the email with. Recently viewed records will be shown. Click “More…” to be able to select any CRM record. 

 

Email Track 2

Once selected the Microsoft Dynamics CRM information panel will show the Regarding record. In this example it is Regarding an Opportunity.

Email Track 3

When the email is sent the message will be automatically stored in Dynamics CRM. 

Dynamics CRM View

We can now look at how this email message will appear in CRM.
Looking at the Contact record we can see the Email Message is shown as an Activity on the social wall.

Email Track 4

It will also automatically show on the Account Record that the Contact is associated with.

Email Track 5

And finally it will also be seen on the record that we selected as “Regarding”. In this case a sales Opportunity.

Email Track 6

Contact Us today for more information on email tracking in Outlook with Microsoft Dynamics CRM, alternatively you can visit C2’s Video Tutorial page.


13 Sep 2016

About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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