Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 82002

What is the use of 'CRM Fields' in Outlook?

$
0
0

We are using Dynamics CRM 2015 on-premises. A customer wanted 2 custom fields on the Email entity. We created them and by default they appeared when you clicked on the 'CRM fields' option in Outlook. The customer would ideally like to start populating these fields every time an email is sent from outlook, which is their default emailing software (and they send a lot of emails). But it seems like the contents in these 2 custom fields do not synch with CRM. On top of that, when you open the email in CRM, the email is read-only and we cannot update the data in these custom fields either (which anyway is not a solution in itself, as you cannot expect everyone to send an email then open it up in CRM to edit. Way too time-consuming). Can this problem be solved using some coding, add-ons, settings etc? Any tips and suggestions are greatly appreciated.


Viewing all articles
Browse latest Browse all 82002

Latest Images

Trending Articles



Latest Images