Microsoft Dynamics CRM Centro de clientes
Microsoft Dynamics CRM
Centro de clientes
 Microsoft Dynamics CRM Centro de clientes

Use the tracking pane to find related records

When you choose the Track button or the Set Regarding button, CRM para Outlook adds a Microsoft Dynamics CRM pane at the bottom of the record. This “tracking pane” shows that the record is tracked and provides links to any related records. It also displays a link to the Regarding record, if you set one.

Next up: Track an incoming email activity

Read more

Email, appointments, tasks, and other assorted CRM activities

CRM for Outlook Basics

Nota

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