Hi Mister Microsoft,
I think the "this is by design" way to go with the emails being
automatically put on the "closed" status when received in CRM through the
Exchange Router is not the good approach and I'll explain why:
- Most of our clients want to be able to quantify the amount of work done on
a particular category for emails, tasks, phone calls, etc.
- These clients are HR services in very big institutions and this kind of
"quantify" information is very important for them
- Actually, when somenone sends an email to a Microsoft CRM user, this email
goes through the Exchange Router and arrives in CRM: good; but the main
problem is that since this email is not categorized, the person who takes
care of it has to categorize it after it has been received! And he/she can't!
I think emails should be on "open" status since they receive it and they
have to treat it and then, once the action is complete, close it!
Why don't the developers at Microsoft do something like this:
When an emails gets into CRM, put it on "open" status but disable the
following fields: subject & description
Hope this suggestion will help someone else... feel free to vote for it
because I (and all our clients) think it is something very important.
Olivier
----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.
http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=7c092e58-e15c-4bd3-a782-68eedb7425e8&dg=microsoft.public.crm
|