An e-mail in Dynamics CRM is considered to be just another activity record. E-mails can automatically be tracked, or when an e-mail is created in Outlook, it can be tracked by clicking on the Track button. Let's take a look at the first option.
To automatically track e-mail messages, follow these steps:
E-mails can automatically be tracked in Dynamics CRM in four different ways:
All e-mail messages: This option tracks in Dynamics CRM every e-mail sent and received by the user. This option should be used with caution as there might be sensitive e-mails a user might not want to be tracked in CRM.
E-mail messages in response to CRM e-mail: If...