Hello All Experts,
I need to the outlook client behavior.
I have send one email to the customer and at the same time tracked this email to the CRM against that customer.
Now moving forward the customer uses the same email chain to reply on.
what i need to understand is that will that get automatically tracked to the CRM or what is the actual feature for this.
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Hi
CRM can track conversation using tracking token and or smart matching.
Please follow the link below to see full details
The following link might also be useful
https://crmtipoftheday.com/976/dynamics-365-outlook-app-conversation-tracking/
Hello Pauline,
is there any reference document available for the same.
the email to the customer and at the same time is tracked will automatically tracked to the crm
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