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A curious problem I'm running into is a lack of activity generation inside CRM 2013.
In simple terms, I run into it two ways:
When using a Marketing List through Internet Explorer, I click 'Create Quick Campaign', and follow the Email wizard. Once properly completed and the mail is sent through, a Quick Campaign is created in that Marketing List. However, no mail activities on the individual records (Leads) is created showing the specific mail they received.
Thus far, I've learned to manually assign mail activities to each email, but this is impractical for hundreds+ of emails at a time. Can this be automated?
Similarly, when I run a Mail Merge on a Marketing List (through Internet Explorer or Microsoft Outlook), I follow the instructions successfully, but no activities are made. In fact, as far as the Mail Merge is concerned, not even Quick Campaigns are made, as if the Mail Merge is not tracked by CRM 2013 in any capacity.
I'm not sure how related the two are, but both are confounding my efforts to track the mail we send through the CRM.
I've experimented with different email settings (both CRM 2013 and Outlook clients) but nothing concrete has come up. If anyone has any ideas on this, I would be appreciative.
Thank you for your time.
Please note that by default, the default option in the Create Actitivies dialog is to create the Mail Merge without activities (would be impractical in instances where thousands of mails are sent out at once and the feature is used heavily). So please make sure the option to create the activities is set.
I would also recommend the following Mail Merge troubleshooting blog of my colleague, it's an awesome repository on troubleshooting Mail Merge related issues: community.dynamics.com/.../troubleshooting-with-crm-mail-merge-part-1.aspx
There is no Create Activities dialog in the mail merge process at any point, based upon your colleague's guide. Once Microsoft Word has gone through 'finish and merge' and sent off, the merge is complete. At no point is there a prompt to create activities - in either the web client, or Outlook itself.
I suspect this is a key difference between CRM 2013 and 2011, as the guide is for 2011. The interface he shows and suggests differs on some key steps.
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