Tracking tasks, created in outlook, to CRM
at the moment you can only track E-mails and appointments from Outlook to CRM. it would be great if you could also track tasks (created in Outlook) to CRM using the Dynamics for Outlook app.
Category: Email Management and Outlook Integration (251)
Linking Survey Responses to LEADS in Dynamics 365 for Sales
at the moment you cannot link survey responses to leads in other dynamics apps. I duscussed this with the MS support in ticket #2108040050000698 it's quite simple to link a response to a dynamics contact using the advanced CSV file for upload. It would be great if this would work out for leads a...
Category: General (113)