troubleshooting Question

CRM 4 - Auto Populated 'To' Box in Tracked Email

Avatar of BigBlueMan
BigBlueManFlag for United Kingdom of Great Britain and Northern Ireland asked on
Microsoft Dynamics
2 Comments1 Solution403 ViewsLast Modified:
Hi
Might be a daft question or I'm missing the point, but we have CRM 4 for Outlook installed. I was trying to send an email and Track it in CRM. Therefore I;
- Open a New Email
- Click Track In CRM
- Click Set Regarding to a particualar Lead record in our database that has an email address associated with him.

Question - Should the email automatically populate the 'To' Box in the Email ?
If not, is the possible to configure it somehow in CRM or would it require some kind of programmable solution ?

thanks

Phil
ASKER CERTIFIED SOLUTION
Feridun Kadir
Principal Consultant

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