Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Set Regarding-CRM Outlook

Posted on by Microsoft Employee

In regards to CRM and set regarding with archiving data on an employee’s c drive.  It looks like emails which are located in the Outlook archiving area cannot be used to set regarding in CRM.

How to keep outlook size down, but yet allow user/employee to still use CRM effectively.

Thanks,

Nipun Sarswat

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Set Regarding-CRM Outlook

    Microsoft CRM Outlook is one of the most popular CRM programs for small businesses. This program helps you stay on top of your clients, sales, and customers. It has a lot of different features that are very helpful, such as being able to send emails to customers and contacts, set up meetings, and create a calendar. You can also keep track of your email conversations with your contacts by saving them as tasks. I would like to know how to get a job as a writer because I have a skill of writing and want to create a portfolio in it.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Set Regarding-CRM Outlook

    Hi Nipun,

    How long does emails stay at user inbox folder?

    Could they track the email before archiving it?

    Sometimes might only be an education strategy rather than finding a complex action, since, as you mentioned, is not possible to track emails from archived emails.

    Users can also move the email temporarily to inbox folder, track it and move it back to archive folder.

    Cheers!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans