The Track in CRM feature with the Outlook client is one of the most used features in Microsoft Dynamics CRM. PowerObjects has numerous blogs already published on various tips and tricks on CRM and Outlook integration, but today we’ll focus on a tip to figure out the actual date or timestamp of an email activity record and how that relates to tracking in CRM.
As soon as an email is sent or received, it is up to you to track it in CRM. Typically, the timestamp is recorded when you perform this action—in other words, when you click on an email. However, if an email was sent last week and you Track that email in CRM today, CRM will timestamp it to your current date and time.
Essentially, CRM thinks of the Created On date as the date the record was created in CRM, NOT the day the user created the record. Hence, if you want to know the date when the email was sent, you’ll need to look at the Actual End field. The Created On field is populated by CRM when the email is created or tracked in CRM. This will always reflect the time when the email record was actually created in CRM—the moment the email was tracked in CRM.
If you have these columns configured on your email activities view, you’ll see the difference, shown below:
Was this helpful? You might want to check out our other blogs:
- CRM 2011 Campaign Activities – How to Distribute Emails via Mail Merge
- Sending Emails via On-demand Workflows in Dynamics CRM
- Mail Merge in CRM 2011
- Personalize Bulk Email with CRM 2011 Information
As always, stay tuned for more tips and tricks from Dynamics CRM world. Happy CRM’ing!