Suggested by Christopher Perry – New
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?
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 It does not build confidence in the use of a new CRM system when a 20 year old, outdated platform allows more functionality.