User Profile

Feature enhancement: Ability to immediately Track email from Outlook and promote the email to CRM in server-side sync


Enhancement needs to be made so that as soon as the user clicks on "Track" in CRM from Outlook, the email is promoted to CRM in server-side sync, so that user can perform "Convert To" action to further edit the activity record in CRM.

In current state, as of April 2015, the "Convert...

Read more...
7 Comments

Read more...
7 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Completed