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

Track an incoming email activity

So let's see what it looks like in action. Most often, you'll want to track an email activity associated with a contact, opportunity, account, service case, or other type of record to help you keep track of all the communications with a customer. For example, let's say you receive an email message from a potential customer. They want to know about a product or service your company provides.

  1. In your Inbox (the same Inbox that you use for all other Outlook email), select the email message. You don't need to open the email message to track it.

  2. Choose the Track button or the Set Regarding button on the ribbon. Remember, you can choose either button, but it's usually better to choose the Set Regarding button so you can link the email activity to a more specific record.

  3. If you choose the Set Regarding button, choose More.

  4. In the Look Up Record dialog box, if CRM para Outlook has already selected the record type you want, you can just select a record in the list by clicking to the left of that record. After marking the record, choose Add.

    When you choose Add, CRM para Outlook adds the tracking pane at the bottom of the record. The tracking pane provides links to the Regarding record and other related records, such as contacts. If a contact is displayed in red, it means CRM para Outlook couldn't find that contact in the CRM database. You can click the contact name to easily add the contact or to create a lead. CRM para Outlook also adds the Tracked in CRM icon to the email message to show that it's tracked.

Sugerencia

Next up: Create and track an outgoing email activity

Read more

Email, appointments, tasks, and other assorted CRM activities

CRM for Outlook Basics

Nota

Ve el manual de los aspectos básicos de CRM porque no está conectado a Internet ahora. Para buscar más libros electrónicos, vídeos y otros contenidos excelentes, consulte el Centro de cliente de CRM (www.CRMCustomerCenter.com) desde un equipo, una tableta o un teléfono conectado.