In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Microsoft Dynamics CRM Online Update 1 (code-named Carina) has new and exciting features! One of the features is Folder Level Tracking, which enables users to designate a folder without Outlook that will track emails in CRM. This coolest part of this feature is that it minimizes your effort when tracking emails, as you do not have to click Track in CRM or Set Regarding.
Although this requires exchange server and server side synchronization, the new folder tracking feature doesn't require any new installation of clients on your machine. It's also available on all mail apps and on all devices.
How to track your email:
That's all there is to it! A few points to note:
Make sure to stop by our main CRM blog page for even more 2015 fun!
Happy CRM'ing!
Doesn't seem very helpful. If these were sharepoint folders and there was no limit, then they'd have something.
Hi Steve - this is one of my favorite new features in update 1.0. If anyone wants to know more, here's a good crm ug webinar on it: http://www.crmug.com/communities/community-home/librarydocuments/viewdocument?DocumentKey=d8feb7a9-35c9-4789-9c39-2b1b21978fe2