Previous to Rollup 13 being applied to our on premise crm 2011 instance. You were able to set and save the regarding field on a received email.
With rollup 13 you can set the regarding field but the save, save as fields are now disabled.
usage scenario: An email is received and the operator recognizes that the email is regarding an existing case. previously they would just set the regarding field on the email to the case and save the email.
The work around is that you now must find the case you want to associate the email to and add the email to the case via case screen activities screen.
Comments
Thank you for your response this seems to be a bug not a feature request. If you are still experiencing this issue on the latest release of CRM or feel it is of high importance please contact support to help identify and make sure this bug is entered and tracked for you as the customer. https://community.dynamics.com/crm/p/support.aspx The following link can help you with creating your support request. Thanks Larry
Category: Unified Experience: Search, navigation and performance
I have UR13 Outlook Client with CRM Online (presumably also UR13) and I can simply "Set Regarding" as I always have done. I have never needed to Save or Save As the email record after choosing the regarding record, this just creates an additional row in the local synch database ready to synchronise at next scheduled interval or user-forced synch.
Category: Unified Experience: Search, navigation and performance
Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.