Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people, just like you, are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
Solved

Microsoft CRM 3.0 and items in my assigned work queue

Posted on 2007-03-17
4
864 Views
Last Modified: 2013-11-24
Maybe I am doing something wrong. I am slowly figuring out MS CRM 3.0 by adding data and changing stuff and the one thing I don't understand is whenever I tag an email in Outlook with the CRM Client to be tracked in CRM it puts that email in my Assigned Queue. Why would that need to be in there? How do I get these out? I tagged them to be tracked in CRM so they would be available to everyone. If I open one of these tracked emails, it gives me the usual email options (reply, forward, reply all), but the only other options are Assign or Delete. Obviously I could assign in to someone else, but why would I? This is historical data, not something I need in my queue. If I delete it from my queue, it deletes it entirely from CRM, which is NOT what I want it to do.

Is this by design, or have a missed something? It seems weird to me that I would see all of this other extraneous data in my queue, when all I should be seeing is cases, tasks, and activities that are assigned to me. We are using CRM to track service call information, and I don't need email data clogging up my work queue if it isn't something I have to work on.

Please enlighten me!
0
Comment
Question by:dytechconsulting
  • 3
4 Comments
 

Accepted Solution

by:
band-it earned 125 total points
ID: 18845851
There is a regarding box that you fill in with the name of the contact, lead, or accout that you want to apply the message to.  The e-mail will then show up in the history section of that entity.  I believe you can just delete the message from your queue once you have associated it with an entity, but test that first with a message you don't care about.
0
 

Author Comment

by:dytechconsulting
ID: 18845973
Please read my initial post. I deleted an email that was in my queue. It disappeared from CRM completely. That is why I posted this question. The items in my queue all have regarding information already assigned in them.
0
 

Author Comment

by:dytechconsulting
ID: 18846012
My mistake... It didn't delete the email. Let me try another record type before I make any more rash comments. My apologies...
0
 

Author Comment

by:dytechconsulting
ID: 18846107
OK, I guess you get the points. I can't get it to do what I saw when I originally posted my message. Maybe I was deleting a task or something when this occurred.

Thanks...
0

Featured Post

PRTG Network Monitor: Intuitive Network Monitoring

Network Monitoring is essential to ensure that computer systems and network devices are running. Use PRTG to monitor LANs, servers, websites, applications and devices, bandwidth, virtual environments, remote systems, IoT, and many more. PRTG is easy to set up & use.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

Title # Comments Views Activity
CRM disconnects every second record 4 52
Microsoft Dynamics GP 2013 9 64
Microsoft CRM 2015 outlook addin 1 76
Date Validation on Field - Dynamics CRM 2011 4 100
Note: You must have administrative privileges in order to create/edit Roles. Salesforce.com (http://www.salesforce.com/) (SFDC) is a cloud-based customer relationship management (CRM) system. It is a database most commonly used by sales and marke…
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
Nobody understands Phishing better than an anti-spam company. That’s why we are providing Phishing Awareness Training to our customers. According to a report by Verizon, only 3% of targeted users report malicious emails to management. With compan…

860 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question