Do you track important emails in CRM?
30/10/2020 4:32 AM by
Whenever you email a client with a correspondence that relates to an existing CRM opportunity (i.e. an "as per our conversation" about when you think the project would get going etc.) you should track it in CRM so it is centralized and can be seen by anyone else who tries to follow up that opportunity.
The simplest way is when writing or receiving the email, in Outlook click the Dynamics 365 CRM
button and then "Track without Regarding" to the opportunity in question.
Figure: When you receive an important email, click the 'Track without Regarding' button in
on the Dynamics sidebar
Now you know the general principle, the next step is to determine what activities are worth tracking: Sales - Do you track all sales related activities in CRM?
Do you feel this rule needs an update?