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 Microsoft Employee

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

All responses Img

All responses (7)

Answers Img

Answers (0)

Community Member Microsoft Employee on at

Like (0)

Report

RE: How do I see my teams interaction with contacts?

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.
Suggested answer

Community Member Microsoft Employee on at

Like (0)

Report

RE: How do I see my teams interaction with contacts?

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.
Community Member Microsoft Employee on at

Like (0)

Report

RE: How do I see my teams interaction with contacts?

Also we use Dynamics 365 online and we have Server Side Synchronization
Community Member Microsoft Employee on at

Like (0)

Report

RE: How do I see my teams interaction with contacts?

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.
Suggested answer

Community Member Microsoft Employee on at

Like (0)

Report

RE: How do I see my teams interaction with contacts?

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.
Community Member Microsoft Employee on at

Like (0)

Report

RE: How do I see my teams interaction with contacts?

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
Suggested answer

Community Member Microsoft Employee on at

Like (0)

Report

RE: How do I see my teams interaction with contacts?

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

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2

Martin Dráb 230,198 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans