Email retention policy relative to CRM e-mails tracked from Outloo

Toss up question for the blue team. 

When one hits "Track in CRM" on an e-mail from outlook we all know that it 
CREATES an e-mail in the CRM system.  The date that the e-mail is created in 
CRM is placed in the field CreatonDate.   When we look at the related record 
it shows up in order based on the Created Date.  

The rub is this.  What do we do when we have a user who is just coming on 
board with CRM and they have e-mail history they want to link that goes back 
years.  There does not seem to be any linking relative to the received date.  
Which is actually much more relevant than create on date, especially if we 
are trying to recreate a communication trail that goes back several years.  
According to the CRM data it would seem as if all the e-mail came over today, 
and not when we actually received them.   

I have done several migrations from GoldMine to CRM and I have used the 
Actualend in the ActivityPointer.  But Outlook does not map there.  

So has anyone ever tackeled this issue or have any suggestions.   Some of 
our clients have data retention policies where they can not keep electronic 
for longer than 3 years.  So this is a real issue for anyone migrating e-mail 
history into CRM in the Law or Accounting business in the USA.  



-- 
---------------------------
Pierre Hulsebus - CRM Consultant
http://www.ehtc.com/ehtc/infuse.htm
Certified Integration Between Microsoft CRM to Microsoft Solomon  
----------------------------
0
4/16/2008 4:11:01 PM
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you are right I know this problem. this is a bad implementation
:-(

this has to be fixed by ms


"Pierre Hulsebus" wrote:

> Toss up question for the blue team. 
> 
> When one hits "Track in CRM" on an e-mail from outlook we all know that it 
> CREATES an e-mail in the CRM system.  The date that the e-mail is created in 
> CRM is placed in the field CreatonDate.   When we look at the related record 
> it shows up in order based on the Created Date.  
> 
> The rub is this.  What do we do when we have a user who is just coming on 
> board with CRM and they have e-mail history they want to link that goes back 
> years.  There does not seem to be any linking relative to the received date.  
> Which is actually much more relevant than create on date, especially if we 
> are trying to recreate a communication trail that goes back several years.  
> According to the CRM data it would seem as if all the e-mail came over today, 
> and not when we actually received them.   
> 
> I have done several migrations from GoldMine to CRM and I have used the 
> Actualend in the ActivityPointer.  But Outlook does not map there.  
> 
> So has anyone ever tackeled this issue or have any suggestions.   Some of 
> our clients have data retention policies where they can not keep electronic 
> for longer than 3 years.  So this is a real issue for anyone migrating e-mail 
> history into CRM in the Law or Accounting business in the USA.  
> 
> 
> 
> -- 
> ---------------------------
> Pierre Hulsebus - CRM Consultant
> http://www.ehtc.com/ehtc/infuse.htm
> Certified Integration Between Microsoft CRM to Microsoft Solomon  
> ----------------------------
0
Gregor (48)
4/21/2008 9:55:22 PM
Reply:

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