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Tracking emails

  • 1.  Tracking emails

    SILVER CONTRIBUTOR
    Posted Jan 06, 2017 10:50 AM

    Our sales users rely on the Tracking feature to capture emails. Sometimes the email chain continues to track, but other times it seems inconsistent and the user needs to select track each time a new email is sent or received in that chain.  Can anyone explain what the norm should be?

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    Wendy Perrigo
    Center for Creative Leadership
    San Diego CA
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  • 2.  RE: Tracking emails

    D365UG/CRMUG ALL STAR
    Posted Jan 09, 2017 03:43 PM

    Wendy,

    Not sure if you found your answer or not, but I did find this article that shows there are quite a few variables depending on your setup.

    Let me know if that doesn't help and I'll keep looking.

    Thanks!

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    Ed Gonzales
    E-Commerce Manager
    Hampton Products International
    Foothill Ranch CA