Configuring LinkPoint Connect Record Functionality (IBM Notes + MS Dynamics CRM)

LinkPoint Assist guides users through simple configuration processes to adapt LinkPoint Connect to individual and organizational needs. Various settings are available for managing the way that LinkPoint Connect displays Microsoft Dynamics CRM data, records emails, and syncs information between systems. There are also several useful connectors available for advanced users who want to include even more integration within their LinkPoint Connect Side Panel. In this section, you will learn how to modify several settings that impact how, when, and what items are recorded to Microsoft Dynamics CRM from IBM Notes.

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Configuring LinkPoint Connect Record Functionality

Click the LinkPoint Assist icon in the system tray with the right mouse button and then select Configure.

Select Record from the Components list on the left side of the LinkPoint Assist window.

Set whether attachments should be recorded by default by selecting the corresponding checkbox. Indicate which file types to exclude from this by entering the file names or types in the field box.

Example: You can list file extensions such as .png or .jpg to screen out images commonly found in email signatures. You can filter out files with words such as brochure or pricing to exclude items you commonly send to people that do not need to be saved over and over again in Microsoft Dynamics CRM, especially if they are already in your Microsoft Dynamics CRM Sales Literature.

Tip: Note that by default, this option is turned off to prevent unnecessary items from being recorded to Microsoft Dynamics CRM and counting against storage limits.

Select the Indicate success/failure message after recording checkbox to display or hide pop-up notifications after recording items.

Select the additional Record Options based on user or company workflow preference.

Set the preferred default Follow Up options for use during the recording process. By default, LinkPoint Connect is configured with Nothing as the follow up option.

Tip: This feature is helpful for users who set similar or repetitive follow up actions when recording emails.

Example: A user who typically schedules a Task to follow up with the related contact 5 days after recording the item with a Subject of Reach out to prospect regarding status would set these parameters once within LinkPoint Assist and then access them during the recording process from the Record window.

Click the Apply button to confirm the selection and click the OK button to finish and exit LinkPoint Assist.