Creating Contacts and Leads from an Email CRM Tip

There is an easy way to see whether people copied on an email are contacts or leads in Microsoft Dynamics CRM system when using the Microsoft Dynamics CRM for Outlook client. When opening an email that is tracked in Microsoft Dynamics CRM or when promoting one to be tracked, Microsoft Dynamics CRM adds a pane to the bottom of the email that displays the Microsoft Dynamics CRM Related Records. If the related record is blue, it is an email address that is already being tracked in Microsoft Dynamics...(read more)