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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Converting Opportuniti...
Microsoft Dynamics CRM (Archived)

Converting Opportunities from and Email and Keeping the Email as an Activity

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Posted on by Renee Nunley 75

My company is currently using CRM 2011 Online and the Outlook Connector. A big portion of our leads and opportrunities are created from emails. The email is tracked and then "Convert To"  is chosen from the CRM menu bar. When using this process for creating leads, the tracked email is automaticaly stored as an activity under that lead record. However, when creating opportunities, the email is not showing up as an activity.

Is there a setting that needs to be changed in order to keep the email as an activity for opportunities?

 

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I have the same question (0)
  • Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at

    Renee,

    Is the email being shown at the "Closed Activities" section?

  • Renee Nunley Profile Picture
    Renee Nunley 75 on at

    Gus,

    The email is not showing up in Closed Activities.

  • Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at

    Ok, so, when you convert an email to a Lead, does the email show up on the Closed Activities?

  • Renee Nunley Profile Picture
    Renee Nunley 75 on at

    Yes for leads, it shows up in Closed Activities.

  • Community Member Profile Picture
    Community Member on at

    Hi Renee,

    For clarity, are you converting the email to a Lead and then qualifying it, and looking for the original email against the Opportunity?  Or are you clicking on the email and using Convert To to create a new Opportunity?

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Renee,

    Asssuming you're using the following steps:

    1.  Email arrives in Outlook

    2.  Using the Outlook Add-In you're selecting Track in the CRM section of the ribbon

    3.  You then select Convert To and choose Opportunity

    4.  On the dialogue that appears, you're setting the fields however you choose.

    In this scenario the Regarding field in the corresponding email activity in CRM is not getting set and this is why it is not associated to the Opportunity - this appears to be a bug to me.

    As a workaround, after selecting Track in CRM - as per #2 above, open the email actvity in CRM.  This can be quickly done by sleecting the link in the email, which at this point should say "None".  From the ribbon on the CRM activity, in the Convert Activity section, select To Opportunity.  This will set the Regarding field appropriately so that the email is now associated to the Opportunity.

  • Tin Profile Picture
    Tin 1,562 on at

    Please suggest me the way to Convert the email into a CRM opportunity or lead  from outlook.I dont want to do it manually .Is it possible to perform the same thing by automatically mean by some OOb functionality ,workflow or Plugin.

    I want to do the same thing automatically.

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