4 Şubat 2008 Pazartesi

Microsoft Dynamics CRM 3.0 E-Mail Tracking Tokens

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Microsoft CRM uses a unique identifier known as a tracking token to link e-mail messages with the appropriate records in Microsoft CRM.

This tracking code uniquely identifies the E-mail activity in the database. If a customer were to reply to this message, the Router would automatically recognize the tracking token in the message and set the Regarding field of the E-mail activity to the correct record. For example, if a user sent an outbound e-mail message regarding a specific Case, when the customer replied, Microsoft CRM would automatically create an E-mail activity and link it to the correct Case! For even more functionality, you can combine the Microsoft CRM Campaign and Quick Campaign features with the tracking token to automatically capture e-mail responses and record them against their originating marketing campaign.

The tracking token in Microsoft CRM allows the Router to automatically link e-mail messages (and entire conversation threads) to a specific record, such as an Opportunity, a Case, a Campaign, a Quote, or an Order. It does this by examining the tracking token and then updating the Regarding field of the E-mail activity to the appropriate record.If you don't care for the default tracking token format, you can specify your own unique tracking token configuration. To change the token configuration, browse to the Settings area and click Organization Settings.Then click System Settings, and click the E-mail Tracking tab.

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