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Disable "Track in CRM" for emails
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jdstento
Nov 23, 2009, 10:11:01 PM11/23/09
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Is it possible to disable the "Track in CRM" feature in the Outlook client? I
still want emails to be able to go out from CRM, i.e. via workflows, and I
also want users to be able to attach other types of activities to records. I
just don't want users to be able to promote an Outlook email up to CRM. Not
sure if this is even possible.
still want emails to be able to go out from CRM, i.e. via workflows, and I
also want users to be able to attach other types of activities to records. I
just don't want users to be able to promote an Outlook email up to CRM. Not
sure if this is even possible.
Thanks.
James
LeonTribe
Dec 6, 2009, 1:30:47 PM12/6/09
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On Nov 24, 2:11 pm, jdstento <jdste...@discussions.microsoft.com>
wrote:
wrote:
It is unusual to disable the capture of information regarding clients
for others to see as this is one of the common reasons for installing
a CRM system. Can I ask why you want to disable it?
Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe
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