In the web app, on the nav bar, click Options. For admin information about setting up server-side synchronization, see Set up server-side synchronization. If you don’t know which synchronization method your organization uses, contact your Customer Engagement (on-premises) administrator. Your organization must use server-side synchronization as your email synchronization method. For admin information on enabling tracked folders, see Configure folder-level tracking. For more information, contact your Customer Engagement (on-premises) administrator. The tracking folders feature must also be enabled by your administrator. To see folder tracking in action, see the video Folder Level Tracking in CRM Online. For example, set up an Exchange rule that automatically routes email from a Contoso contact to a tracked Contoso folder, which is linked to a specific Contoso opportunity. This makes it easy to automatically route email messages to a particular folder. Tracked folders work with Exchange Inbox rules.
0 Comments
Leave a Reply. |