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Small and medium business | Business Central, N...
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email logging link to opportunity

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Posted on by 57

hi!

it's not clear to me how to use the outlook plugin or email log feature to track conversation related to opportunity.

i.e. when having conversation with potential customer , oportunity is created. from bc. i can create interaction log entry (i.e a call) for the opportunity.In the interaction log table the opportunity id is reflected.

But how can i mark email conversation to automatically import as related to this opportunity? 

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