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Microsoft Dynamics CRM 2015 Update 1 (code-named Carina) brings a lot of great new functionalities, in this post the new folder tracking functionality is presented.
For a couple of reasons, namely:
This new feature is very specific to tracking e-mails, the reason they were tackled first is not only because folder tracking is an “easy” implementation that leverages on existing e-mail clients capabilities as it was also the main record of concern when tracking data to CRM, as per image below:
Additionally, there is a considerable amount of CRM users that use standard web of mobile e-mail clients that are not aware of MSCRM, most, if not all, supporting folders and rule definition/automations:
And that’s it, it’s done!
Just move the e-mail you wish to track into the appropriate folder.
The actual actions/steps required to move an e-mail to a folder depend on the e-mail client used. Below are some examples:
For folder tracking to work, all of the bellow need to be true:
Yes, as per table below, CRM Outlook Client still has a lot of functionality/value that is not going to be replaced any time soon.
Server Side Sync
(w/ Folder Tracking)
CRM Outlook Client
(e.g.: contacts; appointments; tasks)
(e.g.: appointments, contacts, and tasks)
(e.g.: open related case record from an e-mail)
With the server-side-sync, and the new folder tracking functionality, CRM is allowing for another utilization scenario, where the user’s e-mail client is agnostic to MSCRM and thus covering a more complete set of endpoints that can now be used to interact with MSCRM.
Note: Do note set CRM Outlook Client and server-side-sync simultaneously for the same user. Microsoft does not recommend it (source), and chances are a lot of issues may occur.
Microsoft has a nice video on this in Folder Level Tracking in CRM Online 2015 Update 1.
Stay tooned, more posts to come on 2015’s Update 1 and its new functionalities.