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Suggested Answer
Audrey Sikutwa asked a question on 29 Jun 2010 1:40 PM

When using the tracking token in CRM, can you "Set Regarding" using more than one account, contact, case, etc?

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Suggested Answer
Inogic responded on 1 Sep 2011 8:52 PM

Hi Grant,

You can use the Connections concept introduced in CRM 2011 to associate more than one opportunities to an email.

Hope this helps!

Sam

Inogic

Innovative Logic  

Web: www.inogic.com

Blog: http://www.inogic.com/blog

twitter: @inogic

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Inogic responded on 29 Jun 2010 8:41 PM

Hi Audrey,

Unfortunately no.

You can only set the regarding of an activity to a single entity. The other ways to associate the same activity to other entities would be to perhaps create lookups to those entities on the email entity... but then again... that would be lookups and not regarding and not available through outlook client.

HTH

Sam

Inogic

Innovative Logic  

Web: www.inogic.com

Blog: http://www.inogic.com/blog

twitter: @inogic

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Audrey Sikutwa responded on 30 Jun 2010 1:16 PM

Thank you!

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Grant11 responded on 1 Sep 2011 11:30 AM

So, in CRM2011 I can't set regarding an email to multiple opportunities?

Any suggestions(I don't want to set regarding to an account to attach to an oppy either)?

Thanks,

Grant

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Suggested Answer
Inogic responded on 1 Sep 2011 8:52 PM

Hi Grant,

You can use the Connections concept introduced in CRM 2011 to associate more than one opportunities to an email.

Hope this helps!

Sam

Inogic

Innovative Logic  

Web: www.inogic.com

Blog: http://www.inogic.com/blog

twitter: @inogic

Reply