Using the Dynamics Outlook App (not Client), after the initial Regarding has been set how do you later in a conversation add extra Regarding(s), e.g. Tracking against a Lead that Lead becomes an Opportunity and then one or more Quotes and even multiple Projects (using Project Service Automation). How do you add these extra Regarding(s) during the conversation history as the only options seems to be to Untrack or add Activities?
*This post is locked for comments
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
