Sending and CRM: Difference between revisions
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This feature is not applicable to the Office365 due to limitations of the API currently in use there. | |||
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To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window. | To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window. | ||
Revision as of 12:51, 16 June 2021
This feature is not applicable to the Office365 due to limitations of the API currently in use there.
To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window.
See 'File Email' for more details
The normal outlook send will not store anything into CRM.
There are 2 buttons.
A. Send and Save
B. Prompt and Send
A. Send and Save
This button will match the email using a tag if present and if not then using the email address. No dialog will be seen.
B. Prompt and Send
This button will match the email using a tag if present and if not then using the email address. The match will be seen on the top with an icon.
