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Auto track emails in CRM 4.0 from Outlook August 5, 2008

So having successfully synched up contacts from CRM 4.0 into Outlook we know move onto how to automatically track emails into CRM from Outlook. After numerous hours of how to figure this out, I came across a post that helped greatly. It is from the Microsoft CRM Forum. Here was my issue, I was able to synch contacts and track email manually but I wanted the emails to be tracked automatically. I mean, technology is supposed to make your life easier right? So, in order to do this, you need to start out in CRM and modify the user profile.

CRM-> Settings -> Adminstration -> Users
Select the specific user and under the general tab (which whould be the default tab shown) there is a section called E-Mail Access Configuration.
Select the incoming to: Microsoft Dynamics CRM for Outlook.
If you would like CRM to send email outgoing, you can do so under the outgoing property but for my setup, we leave it at None.

Now, go into the dropdown option in Outlook

Outlook -> CRM -> Options
Go under the Email tab
Select the Check incoming email in Outlook….. (to auto track emails)
Select E-mail messages from CRM Leads, Contacts and Account under the Select the email messages to track section.

And that is it!

To run a test, I created a test account from an outside email account (hotmail, gmail, yahoo, etc) in CRM. Then went to my Outlook and synched up so now that new account in in my address book. Then I just sent an email from my outside account and it comes through all tracked!