Our system is working very well.
The only issue we are now running into is that when in Outlook with the SFO
tool bar running and an email needs to be promoted to CRM Activity for
tracking. WHen we hit the promote button it takes a long time (20-40
seconds) to promote and open the window to track in CRM.
ANy ideas what slows this down and how to speed it up. I know it should
take a little time but we would like to get it into the 2-5 seconds range.
User adoption would be better.

Also one other issue: I have an email I have promoted and it is tracking in
CRM activity history. WHen I reply to this why is that not tracked
automatically? Is there a reason or a way to make that happen?

In my experience, this is typical of SFO. It takes a long time to promote
emails. If you get it to work at all, you are way ahead of most folks. As for
the automatic tracking of replies: The way CRM is "designed" to handle this,
is that you would send the reply email from CRM, ie: Open the Contact in CRM,
view the activity history, open the email you want to reply to, and click the
Reply button on top.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"JP123" wrote:

thans Matt.
I appreciate that. We use Promote a lot and it has sped up if you are
working away on CRM and have promoted at least 5 items. It starts to work a
bit faster. Any ideas on that?


"MattNC" wrote: