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

Tracking emails from a common Outlook folder to two different implementations and versions of MS Dynamics CRM

$
0
0

Situation:

  • Two versions of MS Dynamics CRM - 2011 & 2013.

  • 5 Users who need Outlook plugin access to both versions (call centre agents).

  • Those Users share a common Outlook email folder.

  • The users need to be able to "Track" emails, dependent on subject matter, to one or the other of the 2011 or 2013 CRMs.

 

Proposed Solution

  • Physical laptop implementation of Outlook where a CRM plugin points to CRM 2013.

  • Virtual Desktop with implementation of Outlook where a CRM plugin points to CRM 2011.

  • Virtual Desktop is used to access a second Outlook instance using the same account/profile.

  • email from the common Outlook email folder is previewed and then dealt with either on the physical laptop by Tracking that email into the 2013 CRM or dealt with via the VDI set up by Tracking the email into the 2011 CRM.

 

Is this feasible?

Thank you in advance for any input.

Sebastien


Viewing all articles
Browse latest Browse all 82002

Latest Images

Trending Articles



Latest Images