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Drag and Drop (Attach) Emails from Outlook without Data Loss in Outlook

Christopher Perry on 10/16/2024 2:01:16 PM

Currently, when you drag and drop (attach) an email from outlook into Dynamics, it causes data loss by removing the email record completely from Outlook instead of creating a copy of the record attaching it to the activity in Dynamics. Can this be addressed?

Category: Email
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RE: Drag and Drop (Attach) Emails from Outlook without Data Loss in Outlook

Brian Fletcher on 10/16/2024 2:58:32 PM

The current functionality of removing the email record is a large efficiency loss for my team and a setback as we migrate to the Dynamics platform. It does not build confidence in the use of a new CRM system when a 20 year old, outdated platform allows more functionality.

Category: Email