MS CRM 4.0: How to automatically mass track all emails?
Posted on 2009-05-17
We are going to be installing CRM 4.0, but already have thousands of emails in the users' inboxes waiting to be tracked as soon as the client for Outlook is installed.
Is there a way of tracking all emails automatically, or does each user have to manually select a number of emails at a time and then track? Will the inbuilt smart matching technology manage to automatically track the emails up against the right accounts and contacts, or will the user have to select these manually?
What do the experts suggest as the best way of going about this?