Workflow emails and tracking in CRM 4

[Rob Mottram]

Hi,

I have some workflows setup in CRM4 which send notification emails to
internal CRM users. These emails reach the users mailbox, and appear in CRM,
but when viewed in outlook they are not marked as tracked in CRM.

If I send an email between users using outlook and click the 'track in CRM'
button, the work correctly. If I use the CRM web interface to send emails,
these emails appear in CRM, and in the users inbox, but there are not marked
as CRM emails in outlook.

If someone could give me an idea of what is wrong, it would be very helpful.

[gherbstman]

Hi Rob,

It seems like the regarding field is not populating. Are you using e-mail
templates? A work around is to make the email in workflow without a
template. You can then populate the regarding field.

--
Gary Herbstman
Byte Solutions, Inc.
http://bytesolutions.com

"Rob Mottram" <RobMo...@discussions.microsoft.com> wrote in message
news:5BC4FD75-D460-4218...@microsoft.com...

[Rob Mottram]

Thank you for you information. The regarding field IS populated. I am am not
using email templates.
Also, if I create an email in CRM unsing the CRM email, I would expect the
email to be in CRM, and the outlook inbox show this even if the regarding was
not filled in.

[Chris Brown]

Hi Rob,

I am seeing the same problem. I guess for us, it is not as big of a deal, I
am not really needing them to be tracked, although it would be nice since it
puts a tracking number at the end of the subject, but doesn't show as tracked
in Outlook which is confusing.

Please let us know if you find a resolution.

Thanks,

Chris