Road warriors with CRM??

If the system fails to track or you make a decision not to track messages 
because of actual customer complaints how does your mobile sales force work 
with CRM.

Most of our sales force is mobile.  They use OWA and CRM web access.  But it 
seems that you can't track new inbound messages in CRM without outlook.  
Mobile users don't have access to Outlook when out of the office and some 
don't even have an office or Outlook.

Is there a way to link new inbound email messages to CRM from the road.
0
Utf
4/24/2006 4:31:01 PM
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You can use the CRM Exchange routing software to automatically promote 
inbound e-mails directly to the CRM with no user interaction.  When it's 
working, your users get the e-mail in their inbox, and a CRM activity is 
created for the sender.

But in cases where the e-mail could not be automatically routed, you need to
  a) use the CRM for Outlook client to promote it or
  b) copy and paste from the e-mail message into a CRM activity.

Sounds like (a) is not an option for you, so you may be left with the very 
unattractive (b).  Be nice if MBS would create some of the CRM Outlook 
functionality for OWA (and I've seem rumours on this NG that they have 
developed it but have not decided to release it - if you like conspiracies, 
go with it).

Dave


"Gamonite" <Gamonite@discussions.microsoft.com> wrote in message 
news:8EA7E35B-F436-4019-B24C-DC0402CE4963@microsoft.com...
> If the system fails to track or you make a decision not to track messages
> because of actual customer complaints how does your mobile sales force 
> work
> with CRM.
>
> Most of our sales force is mobile.  They use OWA and CRM web access.  But 
> it
> seems that you can't track new inbound messages in CRM without outlook.
> Mobile users don't have access to Outlook when out of the office and some
> don't even have an office or Outlook.
>
> Is there a way to link new inbound email messages to CRM from the road. 


0
Dave
4/25/2006 2:05:37 AM
When you have Exchange routing enable for your users (and install the 
forwarding rules using the wizard on the exchange server) you have an option 
at user level to track all e-mail messages or just messages which allready 
have a tracking token.
You can set this option from the CRm web interface, on the main screen in 
the tools menu select options. On the tab Activities tick the box All e-mail 
messages in the select the message to track section.

This will create a CRM email activity for each e-mail sent to a crm enabled 
user.


-- 
Patrick Verbeeten (MCSD)
Lead Developer 
Aviva IT  
Web: aviva-it.nl


"Dave Ireland" wrote:

> You can use the CRM Exchange routing software to automatically promote 
> inbound e-mails directly to the CRM with no user interaction.  When it's 
> working, your users get the e-mail in their inbox, and a CRM activity is 
> created for the sender.
> 
> But in cases where the e-mail could not be automatically routed, you need to
>   a) use the CRM for Outlook client to promote it or
>   b) copy and paste from the e-mail message into a CRM activity.
> 
> Sounds like (a) is not an option for you, so you may be left with the very 
> unattractive (b).  Be nice if MBS would create some of the CRM Outlook 
> functionality for OWA (and I've seem rumours on this NG that they have 
> developed it but have not decided to release it - if you like conspiracies, 
> go with it).
> 
> Dave
> 
> 
> "Gamonite" <Gamonite@discussions.microsoft.com> wrote in message 
> news:8EA7E35B-F436-4019-B24C-DC0402CE4963@microsoft.com...
> > If the system fails to track or you make a decision not to track messages
> > because of actual customer complaints how does your mobile sales force 
> > work
> > with CRM.
> >
> > Most of our sales force is mobile.  They use OWA and CRM web access.  But 
> > it
> > seems that you can't track new inbound messages in CRM without outlook.
> > Mobile users don't have access to Outlook when out of the office and some
> > don't even have an office or Outlook.
> >
> > Is there a way to link new inbound email messages to CRM from the road. 
> 
> 
> 
0
Utf
4/25/2006 11:50:01 AM
So for road warriors we decide to promote all email messages to CRM.  3 
questions:
1. Where does the user find these emails in CRM web access.  Do they have to 
open up the individual contacts they are associated under or is there a 
general inbox for the messages in CRM?
2. I am not sure about where these messages are being stored.  I know our 
exchange server has enough space to handle a couple of years of growth.  But 
as for our SQL server is we decide to also put a copy of every inbound 
message on our SQL space is going to get very tight very quickly.  Or are the 
messages handled differently when deciding to promote every message?
3. Does CRM Mobile 3.0 give the ability to promote messages that aren't 
tagged?

"Patrick" wrote:

> When you have Exchange routing enable for your users (and install the 
> forwarding rules using the wizard on the exchange server) you have an option 
> at user level to track all e-mail messages or just messages which allready 
> have a tracking token.
> You can set this option from the CRm web interface, on the main screen in 
> the tools menu select options. On the tab Activities tick the box All e-mail 
> messages in the select the message to track section.
> 
> This will create a CRM email activity for each e-mail sent to a crm enabled 
> user.
> 
> 
> -- 
> Patrick Verbeeten (MCSD)
> Lead Developer 
> Aviva IT  
> Web: aviva-it.nl
> 
> 
> "Dave Ireland" wrote:
> 
> > You can use the CRM Exchange routing software to automatically promote 
> > inbound e-mails directly to the CRM with no user interaction.  When it's 
> > working, your users get the e-mail in their inbox, and a CRM activity is 
> > created for the sender.
> > 
> > But in cases where the e-mail could not be automatically routed, you need to
> >   a) use the CRM for Outlook client to promote it or
> >   b) copy and paste from the e-mail message into a CRM activity.
> > 
> > Sounds like (a) is not an option for you, so you may be left with the very 
> > unattractive (b).  Be nice if MBS would create some of the CRM Outlook 
> > functionality for OWA (and I've seem rumours on this NG that they have 
> > developed it but have not decided to release it - if you like conspiracies, 
> > go with it).
> > 
> > Dave
> > 
> > 
> > "Gamonite" <Gamonite@discussions.microsoft.com> wrote in message 
> > news:8EA7E35B-F436-4019-B24C-DC0402CE4963@microsoft.com...
> > > If the system fails to track or you make a decision not to track messages
> > > because of actual customer complaints how does your mobile sales force 
> > > work
> > > with CRM.
> > >
> > > Most of our sales force is mobile.  They use OWA and CRM web access.  But 
> > > it
> > > seems that you can't track new inbound messages in CRM without outlook.
> > > Mobile users don't have access to Outlook when out of the office and some
> > > don't even have an office or Outlook.
> > >
> > > Is there a way to link new inbound email messages to CRM from the road. 
> > 
> > 
> > 
0
Utf
4/25/2006 3:09:02 PM
1. the meesages will be attached (as e-mail activities) to the sender's 
contact record (or lead record). remember that the e-mails are also being 
delivered to thei OWA inbox, so they will know what e-mail has come in.
2. Messages are stored pretty efficiently in ntext fields in the database. 
Unless there are a lot of large attachments, I would not worry too much 
about this.
3. sorry, don't know much about the mobile solution.

Dave

"Gamonite" <Gamonite@discussions.microsoft.com> wrote in message 
news:834F304A-9563-45CE-8566-D17EEFC0C6D6@microsoft.com...
> So for road warriors we decide to promote all email messages to CRM.  3
> questions:
> 1. Where does the user find these emails in CRM web access.  Do they have 
> to
> open up the individual contacts they are associated under or is there a
> general inbox for the messages in CRM?
> 2. I am not sure about where these messages are being stored.  I know our
> exchange server has enough space to handle a couple of years of growth. 
> But
> as for our SQL server is we decide to also put a copy of every inbound
> message on our SQL space is going to get very tight very quickly.  Or are 
> the
> messages handled differently when deciding to promote every message?
> 3. Does CRM Mobile 3.0 give the ability to promote messages that aren't
> tagged?
>
> "Patrick" wrote:
>
>> When you have Exchange routing enable for your users (and install the
>> forwarding rules using the wizard on the exchange server) you have an 
>> option
>> at user level to track all e-mail messages or just messages which 
>> allready
>> have a tracking token.
>> You can set this option from the CRm web interface, on the main screen in
>> the tools menu select options. On the tab Activities tick the box All 
>> e-mail
>> messages in the select the message to track section.
>>
>> This will create a CRM email activity for each e-mail sent to a crm 
>> enabled
>> user.
>>
>>
>> -- 
>> Patrick Verbeeten (MCSD)
>> Lead Developer
>> Aviva IT
>> Web: aviva-it.nl
>>
>>
>> "Dave Ireland" wrote:
>>
>> > You can use the CRM Exchange routing software to automatically promote
>> > inbound e-mails directly to the CRM with no user interaction.  When 
>> > it's
>> > working, your users get the e-mail in their inbox, and a CRM activity 
>> > is
>> > created for the sender.
>> >
>> > But in cases where the e-mail could not be automatically routed, you 
>> > need to
>> >   a) use the CRM for Outlook client to promote it or
>> >   b) copy and paste from the e-mail message into a CRM activity.
>> >
>> > Sounds like (a) is not an option for you, so you may be left with the 
>> > very
>> > unattractive (b).  Be nice if MBS would create some of the CRM Outlook
>> > functionality for OWA (and I've seem rumours on this NG that they have
>> > developed it but have not decided to release it - if you like 
>> > conspiracies,
>> > go with it).
>> >
>> > Dave
>> >
>> >
>> > "Gamonite" <Gamonite@discussions.microsoft.com> wrote in message
>> > news:8EA7E35B-F436-4019-B24C-DC0402CE4963@microsoft.com...
>> > > If the system fails to track or you make a decision not to track 
>> > > messages
>> > > because of actual customer complaints how does your mobile sales 
>> > > force
>> > > work
>> > > with CRM.
>> > >
>> > > Most of our sales force is mobile.  They use OWA and CRM web access. 
>> > > But
>> > > it
>> > > seems that you can't track new inbound messages in CRM without 
>> > > outlook.
>> > > Mobile users don't have access to Outlook when out of the office and 
>> > > some
>> > > don't even have an office or Outlook.
>> > >
>> > > Is there a way to link new inbound email messages to CRM from the 
>> > > road.
>> >
>> >
>> > 


0
Dave
4/26/2006 1:52:23 AM
So I track all messages.  CRM tracks it by contact info essentially email 
address.  The email then attaches itself to the contact record or lead 
associated with that email address.

Now that it is associated with the contact is there away inside the office 
and outside the office that a user can change the association to an 
opportunity, case, etc...?

It seems if CRM can track the record via email address why doesn't MS give 
you the ability to decide to track one user and not the other.  Seems pretty 
simple.  I would like to track Johndoe@acme because he is a sales contact.  
So all email from John Doe gets tracked but not from anyone else.  No reason 
to have a tracking token just a list on the server of the emails I choose to 
track.

"Dave Ireland" wrote:

> 
> 1. the meesages will be attached (as e-mail activities) to the sender's 
> contact record (or lead record). remember that the e-mails are also being 
> delivered to thei OWA inbox, so they will know what e-mail has come in.
> 2. Messages are stored pretty efficiently in ntext fields in the database. 
> Unless there are a lot of large attachments, I would not worry too much 
> about this.
> 3. sorry, don't know much about the mobile solution.
> 
> Dave
> 
> "Gamonite" <Gamonite@discussions.microsoft.com> wrote in message 
> news:834F304A-9563-45CE-8566-D17EEFC0C6D6@microsoft.com...
> > So for road warriors we decide to promote all email messages to CRM.  3
> > questions:
> > 1. Where does the user find these emails in CRM web access.  Do they have 
> > to
> > open up the individual contacts they are associated under or is there a
> > general inbox for the messages in CRM?
> > 2. I am not sure about where these messages are being stored.  I know our
> > exchange server has enough space to handle a couple of years of growth. 
> > But
> > as for our SQL server is we decide to also put a copy of every inbound
> > message on our SQL space is going to get very tight very quickly.  Or are 
> > the
> > messages handled differently when deciding to promote every message?
> > 3. Does CRM Mobile 3.0 give the ability to promote messages that aren't
> > tagged?
> >
> > "Patrick" wrote:
> >
> >> When you have Exchange routing enable for your users (and install the
> >> forwarding rules using the wizard on the exchange server) you have an 
> >> option
> >> at user level to track all e-mail messages or just messages which 
> >> allready
> >> have a tracking token.
> >> You can set this option from the CRm web interface, on the main screen in
> >> the tools menu select options. On the tab Activities tick the box All 
> >> e-mail
> >> messages in the select the message to track section.
> >>
> >> This will create a CRM email activity for each e-mail sent to a crm 
> >> enabled
> >> user.
> >>
> >>
> >> -- 
> >> Patrick Verbeeten (MCSD)
> >> Lead Developer
> >> Aviva IT
> >> Web: aviva-it.nl
> >>
> >>
> >> "Dave Ireland" wrote:
> >>
> >> > You can use the CRM Exchange routing software to automatically promote
> >> > inbound e-mails directly to the CRM with no user interaction.  When 
> >> > it's
> >> > working, your users get the e-mail in their inbox, and a CRM activity 
> >> > is
> >> > created for the sender.
> >> >
> >> > But in cases where the e-mail could not be automatically routed, you 
> >> > need to
> >> >   a) use the CRM for Outlook client to promote it or
> >> >   b) copy and paste from the e-mail message into a CRM activity.
> >> >
> >> > Sounds like (a) is not an option for you, so you may be left with the 
> >> > very
> >> > unattractive (b).  Be nice if MBS would create some of the CRM Outlook
> >> > functionality for OWA (and I've seem rumours on this NG that they have
> >> > developed it but have not decided to release it - if you like 
> >> > conspiracies,
> >> > go with it).
> >> >
> >> > Dave
> >> >
> >> >
> >> > "Gamonite" <Gamonite@discussions.microsoft.com> wrote in message
> >> > news:8EA7E35B-F436-4019-B24C-DC0402CE4963@microsoft.com...
> >> > > If the system fails to track or you make a decision not to track 
> >> > > messages
> >> > > because of actual customer complaints how does your mobile sales 
> >> > > force
> >> > > work
> >> > > with CRM.
> >> > >
> >> > > Most of our sales force is mobile.  They use OWA and CRM web access. 
> >> > > But
> >> > > it
> >> > > seems that you can't track new inbound messages in CRM without 
> >> > > outlook.
> >> > > Mobile users don't have access to Outlook when out of the office and 
> >> > > some
> >> > > don't even have an office or Outlook.
> >> > >
> >> > > Is there a way to link new inbound email messages to CRM from the 
> >> > > road.
> >> >
> >> >
> >> > 
> 
> 
> 
0
Utf
4/26/2006 3:36:02 PM
Reply:

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