Attach e-mail from inbox to member in CRM

Posted on 2012-08-16
Last Modified: 2012-08-16

I've installed Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook (On-Premise and Microsoft Dynamics CRM 4.0 Service Provider Editions) on a mchine running Office 2010 32 bit. The plugin has connected fine to the CRM database, but how can I attach an e-mail from the inbox to a member in CRM?

I have tested sending a new e-mail from CRM and this works fine using Outlook, where the mails are saved in the overview setting of the member, but I also need to attach older e-mails from the inbox to members. How can I do that?

Question by:ronnie13
    LVL 29

    Accepted Solution

    You should have the Track in CRM button on the Outlook ribbon. Either select one or more e-mails in the inbox and then click Track in CRM or open an e-mail and then click Track in CRM.

    Author Closing Comment

    Great stuff. I actually found it myself after spending a few minutes investigating it.

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