Email is the primary and preferred way to communicate for several people. Whether it is your internal team members, your “customers”, or partners, both parties have most likely communicated via email. The messages that have been exchanged could contain valuable information that you want to record in your CRM/xRM system.
Fortunately, there are multiple options for tracking emails messages in your Dynamics CRM system. Let’s take a high-level look at those options.
Microsoft Dynamics 365 (CRM) for Outlook
The Microsoft Dynamics 365 for Outlook application has been around a long time. It is an add-in that you download and install that works within your Microsoft Outlook client. You will see in integrated experience with CRM and Outlook on the ribbon, in your file tab and in your navigation pane. With this client, you can browse CRM records, track Emails, Contacts, Tasks and Appointments.
Microsoft Dynamics 365 (CRM) App for Outlook
The App for Outlook is quickly becoming the successor and replacement for the Microsoft Dynamics 365 (CRM) for Outlook add-in. This was introduced with Dynamics CRM 2016 and does not require any installation by the end user.
Folder Level Tracking
If you have an organized mailbox (or ambitions to have an organized mailbox) you will love Folder Level Tracking. You can organize your emails into separate folders and configure CRM to automatically track the emails placed in those folders.
It can be quite difficult to decide which option to utilize without seeing them in action. We can talk the talk about tracking emails, but we want you to see us walk the walk with each option and see where they fit best.
Join us for our FREE webinar on Thursday, March 30th, 2017at 2:00 pm EDT. Click here to register. In this webinar, we will demonstrate each option with examples that will help you see the good and the even better when it comes to tracking emails.
If you are unable to attend our free webinar on March 30th, you can view the recording of the webinar and our other webinars at https://arcticit.com/category/webinars/.