EMail Activites

[Bobby]

I have a salesperson who tracked her emails in the CRM Outlook client under
the wrong Opportunity.

Now she cannot re-associate them with the right Opportunity. The magnifying
glass to the right is grayed out.

What can be done to pull these out of the wrong opportunity and place them
in the right one?

Many thanks.

[Jason Dibble [MSFT]]

There's another thread on this same issue, please see the thread "Import Old
E-mails into CRM"
news:826E1D54-5813-4151...@microsoft.com.

--
Jason
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This posting is provided "AS IS" with no warranties, and confers no rights.

"Bobby" <Bo...@discussions.microsoft.com> wrote in message
news:3DA4F7B4-8596-4317...@microsoft.com...

[Bobby]

I read that thread. I did a test on a test account (the wrong account) and
sent an email to a test contact on that account from within CRM and tracked
it regarding that account.

Then I set up another test account (the right account) to try and
de-associate it from the wrong and put it in the right per your direction in
the other thread.

It does not work. I can delete the email activity out of the CRM
application. Then when I highlight the email from within my Sent Items and
click the Track in CRM in the toolbar it talks about a duplicate copy. I
click Yes and it gives me the now infamous message "An error has occurred.
Contact your System Administrator."

[Jason Dibble [MSFT]]

It should work, however you are running into an error as you describe. I've
seen this occur when the user doesn't have permissions to promote the email
(need create, update, append rights for activities). Other than a
permissions issue, I'm not sure what is causing this.

--
Jason
--
This posting is provided "AS IS" with no warranties, and confers no rights.

"Bobby" <Bo...@discussions.microsoft.com> wrote in message

news:892F3364-3410-47E4...@microsoft.com...