Outlook Sales Pilot to offer opening the tracked email in CRM
After I have the confirmation that the email has been successfully tracked, I would love to open this CRM-Email record. Maybe where i get the confirmation? the ... offer me to change the related record or to delete it from crm but not to open it in CRM :-).
in the section of ...
Outlook Sales Pilot to suggest contact (from) as tracking from incoming email
Sales Pilot suggests me to track my incoming email angainst various entities (opportunities, account) but not the most obvious: the contact from which i have received this email to be set as a regarding (that contact does exist in CRM!).
I can add the contact via searching ma...
Allow users to permit or deny others from creating appointments on their behalf
Currently if User1 uses the "Organizer" field on an Appointment and populates it with User2 who has Server-side Synchronisation enabled for Appointments, Tasks and Contacts for their Mailbox it will allow User1 to create the Appointment record which will get synchronised to User2's Exchange On...