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

Create and track an outgoing email activity

If you're creating a new email message, tracking the email activity is basically the same process. When you compose an email message (or create a new task or set up a new appointment), you can search for a Microsoft Dynamics CRM contact directly from the To or Cc field.

  1. Go to your Inbox, and then choose New Email on the ribbon.

  2. Enter one or more email addresses in the To and Cc boxes. If you need to look up a contact, select the To box or Cc box. All of the contacts that have been added to Microsoft Dynamics CRM will appear in the address book.

  3. Choose the Track button or Set Regarding button as described earlier.

Sugerencia

Next up: Create and track an appointment activity

Read more

Email, appointments, tasks, and other assorted CRM activities

CRM for Outlook Basics

Nota

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