Crm 4 Email Tracking

When you track an email in Crm, it means an email activity record will be generated from an income email which matches the track criteria.

Once an email is tracked, you will be able to find it in your Crm activity list with Type = E-mail

To manually track an email, click on the "Track in CRM" button in the Crm integration ribbon section in Outlook.

To automatically track an email, you need to choose how much emails to be tracked/copied into crm.

The token (e.g. CRM:0002001) is there to allow Crm to set the "Regarding" field automatically.