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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Pulling E-Mails into I...
Small and medium business | Business Central, N...
Suggested Answer

Pulling E-Mails into Interactions

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Posted on by john.ellis 3,510

Hi:

Without having to use the Word Template Wizard or any wizard, how do you have Business Central pull in e-mails into Interactions for Contacts?

Thanks!

John

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    Hi

    Have you look into Email Logging

    docs.microsoft.com/.../marketing-set-up-email-logging

  • john.ellis Profile Picture
    john.ellis 3,510 on at

    Actually, I'm referring to the Interactions window of the CRM piece of Business Central.

    There, you can create an e-mail based template.

    The issue I see is that we need to pull in multiple e-mail conversations from Outlook into these interactions rather than the same template for each interaction.

    John

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    Hi John 

    I have tried many solutions with that and had no success. The recommendation was to either opt for more powerful CRM or be creative with  E-mail logging or development. 

    We are using Sharepoint Connector app. We added that app to contact page and we do drag and drop emails. this way we save emails. But still it is a manual process. 

  • chris197 Profile Picture
    chris197 50 on at

    This question is not entirely clear.  Please try to be specific.

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