When a sales exec has made a call and created a Phone Call object with the details, they want to circulate the report of the call to other people in the company (some of whom are not CRM users). For some recipients this will just be for their information, and for some there will be actions they need to take.
What's the best way to do this in Dynamics CRM? We have the Outlook CRM plug-in but we don't seem to be able to create emails from Phone Call objects. In our existing CRM (which we're considering replacing with Dynamics), there's just a button to "circulate" the call report, which creates an email pre-populated with the call details.
I'd have thought this this would be straightforward - surely this is quite a standard workflow? - but I can't see it in the user guide anywhere, and I can't find a way to do it in the interface. Am I missing something obvious?
