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Microsoft Dynamics CRM (Archived)

Qucik Question

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Posted on by

Just need a little help.... our Regular CRM tech left the company ...

When an email is “linked” to a client, does a copy of the email itself get stored in the CRM directly, or is it still housed on the email server

How we are set on our end 

CRM Online

Server Side Synchronization

Exchange server on Premises

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  • Suggested answer
    sanp Profile Picture
    sanp 320 on at
    RE: Qucik Question

    yes if email was tracked. it stays in CRM

  • Verified answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Qucik Question

    Hello,

    Email is saved inside CRM if it's tracked - docs.microsoft.com/.../overview-tracking-records

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