in AttachRecord

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LinkPoint Connect promotes CRM adoption with tools designed to make it simple for users to record emails and related content to Microsoft Dynamics CRM without leaving IBM Notes. With flexible configuration settings, users can quickly record emails to contact, lead, account, opportunity, case, or custom object records with just a few clicks.

Tip: Recording attachments works the same for both inbound and outbound emails. However, note that attachments are not recorded when using the Quick Record the email to this record icon on the Side Panel.

Additional_Resources_Web

This article is a continuation of the recording process introduced in the Recording an Email to Microsoft Dynamics CRM from IBM Notes article.

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Click the images throughout the Knowledge Base to see full size versions of screen captures.

 


Recording an Email to Microsoft Dynamics CRM from IBM Notes

Step_1Review the Choose Attachments to Record section within the Record window.

 

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Step_2Select the checkbox for each attachment to record along with the email.

 

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Tip_WebTip: Attachments are listed but deselected by default in LinkPoint Connect. This gives users the ability to control the items that are recorded to Microsoft Dynamics CRM. Many emails contain graphics, such as social media icons in email signatures, that do not need to be recorded to Microsoft Dynamics CRM.


Additional_Resources_WebAdditional Resource: Refer to the Configuring LinkPoint Connect Record Functionality section of this User Guide for more information on configuring default attachment record settings.


Step_3Select the Check all or Uncheck all options to select or deselect all of the attachments in the list.

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Step_4Click the Record Now button to record and send the email, or continue to work on the Record options by editing the email content before recording.

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Tip_WebTip: You can also drag and drop attachments from your email or anywhere on your desktop and release the file on the Attachments icon to record the attachment. If you release the attachment over the Attachments icon on the Business Card, the attachment will be recorded to the Contact or Lead record. If you release the attachment over the Attachments icon on an Opportunity or Case record, the attachment will be recorded to the corresponding record in Microsoft Dynamics CRM.

 


Download_WebDownload: Access the complete LinkPoint Connect: IBM Notes + Microsoft Dynamics CRM User Guide in .pdf format. Get the User Guide


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