If I track an email and then click on the Convert To Case button in the Outlook 2010 ribbon it will create the case but the original email is not linked to the newly created case.
If I select the email and click View In CRM and then choose the Convert To Case button, it will create the case and link the original email to the case properly.
Comments
Hi Dan, This seems like a bug that would be good to get a hotfix request submitted for. In order to do this we need to have you log a support case so the hotfix request can have the business impact and get priority. This site is more for future release suggestions, so if you would like to see it addressed in CRM 2011 the hotfix request through a support case would be the way to go. Thanks Dynamics CRM Team
Category: Microsoft Office Integration
Yeah, this difference in action stops us from using the Outlook client as a one-stop-shop for most CRM interactions. It would be great if the Outlook add-in mirrored the behavior in the web client.
Category: Microsoft Office Integration
You are correct, in that the Email is associated with Account, as is the Case in the first example. In you 2nd Example, The email is associated with the Case, not the Account. One could make an argument for either, but it would be nice if it were consistent. It would be better if you could choose which entity it associates to.
Category: Microsoft Office Integration
You are correct, in that the Email is associated with Account, as is the Case in the first example. In you 2nd Example, The email is associated with the Case, not the Account. One could make an argument for either, but it would be nice if it were consistent. It would be better if you could choose which entity it associates to.
Category: Microsoft Office Integration
Administrator on 11/23/2016 9:18:05 AM
we are not planning any new enhancements. The behavior in CRM app for outlook is different. Are you able to do the actions now correctly in the app.