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You can use the Microsoft Dynamics CRM Outlook client to track emails one at a time using the “Track” button. You can also use the CRM Exchange router to automatically track received emails without any user interaction. But what if you have several hundreds of old emails you would like to track in CRM? If you use the Outlook client, clicking on each email may prove time consuming. If you use the CRM Exchange router, only emails received after you deploy it will be processed.
If you did deploy the CRM Exchange router however, there is a solution to this problem. Users who take advantage of the CRM Exchange router to automatically track received emails should already have a forward rule deployed to their mailbox. This rule, when viewed in Outlook, should look like as follows:
Our solution consists in manually applying the rule to emails in certain folders. Emails in selected folders will be processed by the rule, and forwarded to the mailbox monitored by the CRM Exchange router. The CRM Exchange router will process those forwarded emails, and create email activities in CRM (depending on user settings). Simply select the “Run Rules Now” button to manually apply the rule. In the example below, all emails under the “useful” folder will be processed by the CRM Exchange router.
If tracking all emails at the folder level does not quite meet your requirements, you can make a copy of the rule and modify its filtering criteria before manually applying it. For example, here we have duplicated the rule to only process emails with “order” in the subject or body. Now you can track your entire email history regarding orders in Microsoft Dynamics CRM.
A few tips as well. If you plan to track a very large number of emails into CRM, consider the impact on system performance and data storage. Also consider tracking contacts before tracking emails, so that email activity web forms show recipients as fully resolved clickable contact links. Finally, if you had selected the user option to only track emails with a tracking token, you may want to temporarily change this setting. Indeed, it is quite likely that many old emails do not have a CRM tracking token. So unless you change this setting, the CRM Exchange router will not track forwarded emails. Make sure you revert this setting once all desired emails are tracked in CRM. Here is the user option controlling which forwarded emails will be tracked by the CRM Exchange router:
Hi Dominic, I love this How To write-up. Very creative approach to "mass" track emails into Microsoft CRM.