In CRM 2015, we introduced another method called folder based tracking. There are three rules by which you can track received emails in your inbox – all emails, or emails from your contacts and leads, or emails that are in response to tracked emails. There are two ways to do automated tracking for received emails. Not only can you track these items, but you can link them, or set them “regarding” a specific lead, opportunity, case or even a custom entity. For further details on CRM app for outlook, please see CRM App for Outlook User’s Guide.
It also supports capabilities for getting contextual information regarding the email. It is a zero footprint client on the client devices using Office app extensibility platform. In future, we will also support it on outlook mobile app. The app is supported across various browsers for OWA (Outlook Web App) including Mac & Windows platforms, and devices. However, tracking of appointments, and contacts is on our future release roadmap. Our CRM app for outlook only supports tracking of emails currently. The user can also perform other operations in Outlook – for example, assign task to another user, and have those updates flow through tracked items. All standard operations in Outlook and Exchange such as Create, Update, Delete are supported.
For further details, please see Overview of tracking records in CRM for Outlook. Second is through our new lightweight client – CRM app for Outlook.ĬRM for Outlook supports actions to track the items like emails, appointments, tasks and contacts. One is through our deep integration with Outlook using a COM add-in CRM for Outlook mentioned earlier. There are two ways to track this data in CRM.
In customer service, email is one of the important channels of communication between customer service agents and customers for the issues on products and services.ĭynamics CRM allows tracking and synchronization of the data – emails, appointments, tasks, and contacts – associated with this communication. In sales, the salespeople have to keep track of communication with their prospects and customers for new deals or opportunities. The tracking of customer and prospect communication is a key capability for any CRM system. We are leaders in the industry since the beginning with a COM add-in for Outlook – CRM for Outlook. Dynamics CRM has the most comprehensive Outlook & Exchange integrations in the industry.
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