[Applies to: Microsoft Dynamics CRM 4.0]
You can create and send e-mail activities from Microsoft Dynamics CRM Online from the Activities area. E-mail messages sent from Microsoft Dynamics CRM Online do not appear in the Microsoft Dynamics CRM Online mail folders in Outlook.
Locate and select the sender's name.
Locate and select one or more recipients. You can select a record from a filtered list in the Form Assistant pane, or you can click the Lookup button to search for other records.
Type a subject for your e-mail message.
This field is not required, but if you are tracking the amount of time spent on cases, and this message is related to a case, enter the amount of time spent on this message.
If you are not sending your e-mail message immediately, enter a date to complete and send the message. The message is not sent automatically.
You cannot enter HTML tags or insert images into the body text of the message.
You can also attach an article, template, or file to an e-mail activity.
The message is sent and the new closed activity appears in the History area with an assigned message number appended to the Subject column and the date sent in the Actual End column.
- OR -
To send the message at a later time, click Save and Close. The new draft activity appears in the Activities area. You can delete draft messages.
To send the message, in the list of activities, open the e-mail activity, and click Send.
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.
To reply to only the original sender, on the Actions toolbar, click Reply.
To reply to the original sender and to send copies to everyone who originally received the message, click Reply All.
To forward the e-mail activity to new recipients, click Forward, and then select new recipients.