web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) How do I see my teams ...

Microsoft Dynamics CRM (Archived)

How do I see my teams interaction with contacts?

(0) Share

Report

Report

Posted on by Community Member

Hi,

My business has recently moved to Dynamics CRM from another system.

I am currently working through a number of issues.

Here is my next question:

How do I see my teams interaction with contacts?

When I look at a particular contact that I know for certain has been contacted by at least 2 or more of the team in the last few weeks, I can only see my activities.
One of the main reasons for using a CRM is so that we can all see what interactions have been had with clients.

This happens online when I access CRM and on the mobile app too.

Any help would be appreciated.

Thanks,

Peter

*This post is locked for comments

I have the same question (0)

All responses Img

All responses (7)

Answers Img

Answers (0)

Suggested answer

Community Member on at

Like (0)

Report

Hi,

If you don't already have a view for it, simply open the advance find wizard. Select the entity "Activity" and as condition set Owner = "YourteamName" click result and tada here are your activities

crmbook.powerobjects.com/.../searching-crm

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Guillaume,

Thanks but I think the problem is that the emails are not syncing correctly.

So I can see some activities but no emails.

All of the team are using Microsoft Outlook and each of their accounts are associated with Dynamics CRM, so not sure what the problem is.

Peter

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

Ok,

then are they using the CRM Outlook client (crmbook.powerobjects.com/.../maximizing-use-of-the-outlook-client) or the CRM Outlook App?

In both cases they need to track their email from Outlook to CRM.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

So, are you saying that Outlook does not automatically track emails and assign them to the contact on Dynamics CRM?

Surely that is a very basic need for the CRM?

Will my team need to select each email and track it for it to appear in Dynamics CRM?

Thanks.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Also we use Dynamics 365 online and we have Server Side Synchronization

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

Yes it is very basic but you need to configure it.

Did you approve the email boxes? Did you enable them?

technet.microsoft.com/.../dn946901(crm.6).aspx

Yes they will just need to click on a button. of course if they are created directly in the app or in CRM. They will be automatically tracked.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thanks for your help Guillaume, I appreciate it.

I think I have come to the conclusion that Dynamics CRM is just too complicated for my business needs.

I am going to consider using Outlook Customer Manager instead.

Was this reply helpful? Yes No

Helpful resources

Quick Links

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1

SA-08121319-0 4

#1

Calum MacFarlane 4

#3

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans