Automatically track emails in Outlook based on a rule

(0) Share

Report

Posted on by ChrisWard

Here's what we're trying to do.

We have potential leads coming from enquiry forms submitted on a website, these are sent to a particular email address and generally have a pattern in the subject, so easy to create a rule that can autofile these messages into a folder.

We also have the Dynamics CRM for Outlook extension enabled, so emails can be tracked and create leads (in our case).

What we really want is to connect the to, so all the emails autofiled into the rule based mail folder are automatically tracked into the CRM.

I have searched and searched and can't seem to find a solution. is this possible?

Thanks, Chris

*This post is locked for comments

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

With the default functionality it is not possible, however you may need to connect with one of our partners to get this done.

Aasif Sheikh

Was this reply helpful? Yes No