Friday, August 2, 2013

MSCRM: Set Regarding versus Track

A client recently asked “What is the difference between the "Track" and "Set Regarding" options for promoting emails to CRM?"

"Track" is a quick way to just promote the email into CRM without further classification. "Set Regarding" not only promotes the email to CRM but also classifies it to the appropriate account, contact, opportunity, case etc. at the same time. The option to automatically track emails can be found in the CRM Outlook Client personal options Email tab. Here you can specify whether emails should be automatically tracked and which emails should be tracked:

* All Email messages

* Email messages sent in response to CRM emails

* All Emails sent from CRM Leads, Contacts and Accounts

* Email messages from CRM records that are email enabled.

CRM will try and auto-resolve all of the contacts on the email distribution list to a CRM contact, or user record. The email is implicitly classified by the "From" email address that it was sent from (or "To", "Cc", "Bcc").
If CRM, cannot resolve a contact from the distribution list, it will show as unresolved. If CRM is able to successfully resolve the email to a contact record, the email will then appear in all the resolved contacts "Closed Activities". Not only that, the email will also appear in parent "related regarding" roll-up views. 

The above is performed as part of email resolution process regardless of whether you elected to use "Track" or "Set Regarding". Which therefore means that had you just used the "Track" option for the email, you still are able to have it be associated with the appropriate contact and parent account.

Therefore for emails if your only requirement is to track the email to the corresponding contact record in CRM then selecting "Track" should be sufficient.

If you wish to relate the email to some other "less obvious" entity (case, opportunity, lead etc.), then you need to use the "Set Regarding" feature.


Anonymous said...

However the conditions may perhaps warm up from the daytime, a large complement on your Photography equipment gucci replica handbags garments really should be some sort of jumper. Exceptionally, the item obtains wintry with Photography equipment, largely over night as well as a jumper is critical sporting. Might be a apple-shaped omega replica are really very becoming. Certainly, bear in mind magnificence derives from self confidence, a sense connected with wide variety in addition to really enjoy connected with self applied. Fake gucci bags together with A terrific way to need to be thought to be. Initially, a terrific way to of which handle ones neckline are amazing with Photography equipment to shield people on the incredibly hot solar. wallet you need to on the going for walks form together with light-weight. Store ones running shoe twos into a minimum amount. Manboobs intended for walking with prada replica as well as a set of two to help like this relaxed functions. Seeing that regular, ones wallet usually are a crucial component of ones dresser. You will expend the required time taking walks while having excursion, turning it into needed to select the tag heuer replica sale that is protected which enables it to face shield you a.

林磊 said...

2016-2-20 leilei
michael kors handbags
coach factory outlet online
adidas shoes
michael kors handbags
christian louboutin shoes
ray ban sunglasses
gucci borse
nike force 1
air jordan shoes
ture religion outlet
jordan shoes
ralph lauren pas cher
christian louboutin outlet
micahel kors
cheap soccer jerseys
true religion
michael kors outlet
kate spade
toms outlet
michael kors outlet online
nike sb janoski
ugg boots
gucci handbags
ray ban sunglasses
toms outlet
nike blazer
coach factory outlet
fitflop shoes
moncler jackets
north face jackets
louis vuitton outlet onlne
sac longchamp pliage
michael kors handbags
michael kors handbags
instyler max
moncler jackets outlet
mcm handbags
retro jordans 13
michael kors outlet