Do you know to hit 'Track without Regarding' when you receive an important email?
11/09/2020 2:38 PM 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, click the Dynamics CRM
button in Outlook 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
Do you feel this rule needs an update?