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Currently we have Office 365 email and we have multiple shared emails that many people use.
Seeing if I can use CRM to manage these emails as emails are being deleted without anyone knowing about it. People don't know if an email has been dealt with etc.
Not sure if i understood you correctly - but in crm there is a way of knowing that an email has been worked upon:
if emails direction is inbound & it doesnt have a parent activity id associated to it - It means this email has not been worked upon or replied. - you can use this field on the form , views etc.
this field basically shows previous email of current email.
We have different emails for different clients eg( Client A, Client B). Some of our customer reps have access to both some only one.
when an email comes in, someone needs to take action on it (replying or doing something). All these emails are added to each reps outlook so if an email disappears from the Inbox no one knows who or what was done with it as there is no trail. Plus if an email is deleted we need to see that and who did it.
Not sure if that helps.
Seems like you have multiple exchange mailboxes.
You can use CRM to deal with incoming emails.
You have a couple of options:
You can use queues, which will have an email address, and email will be delivered to, or you can use CRM user accounts that will be linked to the actual mailboxes, and set either server side sync or outlook sync for the mailboxes.
You will need to decide which solution will fit your organization best.
Below are a few articles that might help you out:
Set incoming and outgoing email synchronization:
Configure a Queue for Simple E-mail handling
Hope this helps.
Thanks. I will look them over.
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