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.
tracking etiketine sahip kayıtlar gösteriliyor. Tüm kayıtları göster
tracking etiketine sahip kayıtlar gösteriliyor. Tüm kayıtları göster
If you deploy Microsoft CRM and you use Exchange Server 2000 or 2003 for your corporate e-mail, you have the option of installing the Microsoft CRM-Exchange E-mail Router (also called the Router), which you can configure to provide the following benefits:
Users can create and send e-mail messages by using the Web client interface.
You can automatically create copies of all incoming messages (to Microsoft CRM users) in the Microsoft CRM database.
Microsoft CRM can automatically track e-mail conversations and threads by using a tracking code appended to the message subject line.
You can manually track individual e-mail messages in the Microsoft CRM database on an ad hoc basis in the Microsoft CRM client for Outlook.
You receive the Router software with the purchase of Microsoft CRM, so there's no additional cost. When you install the Router, Microsoft CRM also installs the Rule Deployment Wizard, which you can use to help administer and manage e-mail tracking configuration. If you're using Exchange Server at your organization, you should absolutely plan on using the Router with your Microsoft CRM deployment.
Note You do not need Exchange Server to use Microsoft CRM. If you don't want to use Exchange Server,you can still send e-mail messages through the Web client with any Simple Mail Transfer Protocol(SMTP) mail server. However, without Exchange Server and the Router, you won't be able to track inbound and outbound messages automatically.
If you want to use the e-mail tracking features, you must confirm that the e-mail tracking option is activated for your deployment. You can verify this by browsing to the Settings area, clicking Organization Settings, clickingSystem Settings, and then clicking E-mail Tracking.
Users can create and send e-mail messages by using the Web client interface.
You can automatically create copies of all incoming messages (to Microsoft CRM users) in the Microsoft CRM database.
Microsoft CRM can automatically track e-mail conversations and threads by using a tracking code appended to the message subject line.
You can manually track individual e-mail messages in the Microsoft CRM database on an ad hoc basis in the Microsoft CRM client for Outlook.
You receive the Router software with the purchase of Microsoft CRM, so there's no additional cost. When you install the Router, Microsoft CRM also installs the Rule Deployment Wizard, which you can use to help administer and manage e-mail tracking configuration. If you're using Exchange Server at your organization, you should absolutely plan on using the Router with your Microsoft CRM deployment.
Note You do not need Exchange Server to use Microsoft CRM. If you don't want to use Exchange Server,you can still send e-mail messages through the Web client with any Simple Mail Transfer Protocol(SMTP) mail server. However, without Exchange Server and the Router, you won't be able to track inbound and outbound messages automatically.
If you want to use the e-mail tracking features, you must confirm that the e-mail tracking option is activated for your deployment. You can verify this by browsing to the Settings area, clicking Organization Settings, clickingSystem Settings, and then clicking E-mail Tracking.
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