Wednesday, 15 April 2015

Track folder in Exchange

How many times you have thought I wish I could have a folder where if I drop an item in there, CRM tracks this item automatically?

Guess what, this is now possible with CRM 2015 Update 1. You can now setup a tracking folder which could be any folder in your inbox and then drag an incoming email message to that folder to automatically track it. You can associate the entire folder to a specific record if need be so if the folder is linked to a client, all emails in the folder will be linked and tracked in CRM against the same client record in CRM. Pretty handy!!!!

Please note this only works with Server Side Synchronisation.

Hope this helps.

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