Automatically track and save incoming e-mail as Microsoft Dynamics CRM Online e-mail activities

Can I do this task?

When you track e-mail messages, activities are created in Microsoft Dynamics CRM Online that are linked to the original messages in Microsoft Office Outlook.

After you save your e-mail message as a Microsoft Dynamics CRM Online e-mail activity, the saved message can be accessed by anyone who has access to your activities in Microsoft Dynamics CRM Online.

1. Start Outlook. (Microsoft Dynamics CRM Online for Outlook must be installed.)
2. On the Microsoft Dynamics CRM menu bar, click Options.
3. In the Set Personal Options dialog box, on the E-mail tab, select one of the following options:
   • All e-mail messages

     Track all incoming e-mail.

   • E-mail messages in response to CRM e-mail

     Track only replies to existing Microsoft Dynamics CRM Online e-mail messages.

   • E-mail messages from CRM Leads, Contacts, and Accounts

     Only e-mail messages received from leads and customers will be saved as Microsoft Dynamics CRM Online activities.

4. Click OK.

Note

After you open a message that has been converted and is being tracked in Microsoft Dynamics CRM Online, on the Microsoft Dynamics CRM toolbar, click View in CRM to open the record in Microsoft Dynamics CRM Online to view or edit it.