Tuesday, May 29, 2007

How to mass import lots of mails

This blog posting shows how to add lots of emails to CRM that do not have a tracking token.

One issue with this solution is that many emails should still be added to specific accounts, orders, incidents etc. There is no simple solution but I would use the advanced search and bulk edit function to set the "regarding" field of all emails.

Gustaf Westerlund
CRM and SharePoint Consultant

Humandata AB
www.humandata.se

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