Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

You can view the sent date of an e-mail message on the Activities list. The Actual End Date is thedate the message was sent and closed.You can forward or reply to an e-mail activity, but you cannot resend it.To reply to only the original sender, on the Actions toolbar, click Reply.To reply to the original sender and to send copies to everyone who originally received the message,click Reply All.To forward the e-mail activity to new recipients, click Forward, and then select new recipients.There is no spelling checker built into Microsoft Dynamics CRM. There may be third-party solutionsavailable. For more information, visit Microsoft Dynamics CRM Solution Finder.Create an e-mail message in OutlookCan I do this task?This task requires permissions that are found in all default security roles. More information aboutspecific permissions and performing this task while offline: E-mail PermissionsYou can create e-mail messages in Microsoft Office Outlook by using either the Microsoft Dynamics CRM forms orthe Outlook forms. By default, the e-mail messages that have been marked for tracking are synchronized inMicrosoft Dynamics CRM for Outlook and Microsoft Dynamics CRM, and when you reply to or forward an e-mailmessage from this message, the Outlook forms open. The option that allows you to chose which form to use doesnot affect this.1. Start Outlook. (Microsoft Dynamics CRM for Outlook must be installed.)2. Do one of the following:Create an e-mail message in an Outlook form1. On the Microsoft Office Outlook Standard toolbar, click New.2. In the New menu, click Mail Message.3. In the Outlook form, you can use either your Outlook contacts or your Microsoft Dynamics CRMcontacts. For more information, see Microsoft Office Outlook Help.4. On the Microsoft Dynamics CRM toolbar, click Track in CRM.After you send the message, the View in CRM button becomes available.5. Do one of the following to locate and select a parent record to link to this record:In Microsoft Office Outlook 2003, click Regarding.In Microsoft Office Outlook 2007, click Set Parent or Set Regarding.6. On the Outlook toolbar, click Send.The e-mail message appears in your Microsoft Dynamics CRM folders. The icon changes to theTrack in CRM button . The sent e-mail activity is saved as a Microsoft Dynamics CRM e-mailactivity and appears in the Microsoft Dynamics CRM Activities area.An e-mail activity is not created until the message is sent.To view the contact record, on the Microsoft Dynamics CRM toolbar click, View in CRM.Create an e-mail message in a form156 Microsoft Dynamics CRM 4.0 User’s Guide