Create an e-mail message in Outlook

Can I do this task?

You can create e-mail messages in Microsoft Office Outlook by using either the Microsoft Dynamics CRM forms The forms native to Microsoft Dynamics CRM. or the Outlook forms The forms native to Microsoft Office Outlook.. By default, an e-mail message that has been marked for tracking is synchronized in Microsoft Dynamics CRM for Outlook and Microsoft Dynamics CRM, and when you reply to or forward an e-mail message from it, the Outlook form opens.

1. Start Outlook. (Microsoft Dynamics CRM for Outlook must be installed.)
2. Do one of the following:

   Create an e-mail message in an Outlook form

   Create an e-mail message in a Microsoft Dynamics CRM form

   Important

   After you save your e-mail message as a Microsoft Dynamics CRM e-mail activity, the saved message can be accessed by anyone who has access to your activities in Microsoft Dynamics CRM.

Notes

• After a message is sent, the status is changed to Closed and displayed in Microsoft Dynamics CRM in the Activities pane. You cannot change the status or edit the message, except to link a record in the Regarding box, if one has not been selected.
• You can forward or reply to an e-mail activity, but you cannot resend it.

To reply to only the original sender, open the e-mail message. In the Respond group, click Reply.

To reply to the original sender and to send copies to everyone who originally received the message, click Reply All.

To forward the e-mail activity to new recipients, click Forward, and then select new recipients.