I have an email that I sent using Outlook (didn't use the CRM Email option).

I now want to promote the email into CRM so that we have a permanent record
of the email associated wioth the contact.
I open my sent items, select the email and click the 'Promote E-Mail to CRM
Activity' button in SFO.

I get the error "An error occurred while trying to promote the e-mail. Try
again"
No matter how many times I 'try again' I get the same message.

Can anyone tell me what I'm doing wrong and how I can get the email into CRM?

Cheers
Graeme

SFO doesn't have any way to promote sent items. This is one of the many
(many!) shortcomings in the current Outlook client. Sorry to be the bearer of
bad news. The quickest way to get the email into CRM is to copy the body of
it into a Note on the contact record.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Graeme McInteer" wrote:

Thanks Matt.
Pity it's bad news, but thanks for responding. At least I now know.

Cheers
Graeme

"MattNC" wrote:

Matt, that is not true. I can do it for some sent emails. For many others i
get same error message. I do not know, how to solve it, but some sent emails
I did successfully promoted.

Michal

"MattNC" wrote: