Scheduling Follow Up Actions When Recording an Email (IBM Notes + MS Dynamics CRM)

LinkPoint Connect for Microsoft Dynamics CRM 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.

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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Scheduling Follow Up Actions When Recording an Email

Select the Follow Up tab in the Record window.

Select an option from the Follow up with drop-down list to create either a Task or Appointment.

Example: In this example, we will schedule a follow up Appointment. The process is similar for scheduling Tasks. Appointments are typically chosen if the action includes other participants. Tasks are typically chosen if the action is to be completed by a single individual.

Tip: Follow up options are off by default, and the option for Nothing is selected by default. Items will not be added to your calendar unless you enable and schedule the follow up manually.

Additional Resource: Refer to the Configuring LinkPoint Connect Record Functionality article in the knowledge base for more information on configuring default follow up settings.

Enter the necessary details in the Date, From, and To fields to note when the Appointment will occur.

Review the content in the Subject field and make any necessary changes. This will name the Appointment on your calendar. Note that LinkPoint Connect prepopulates this field with Follow up Email: followed by the subject line of the email.

Select the contact to associate the Appointment with from the Reference drop-down list. This list will include any related contacts that were added to the Selection tab within the Record window.

Tip: Selecting a contact to include in the Reference field simply associates the Appointment with their record in Microsoft Dynamics CRM. It does not send a meeting or appointment invitation to the individual.

Enter notes regarding the Appointment in the Comment field. Select Append email body to the follow up? to include the content of the email with the Appointment.

Click the Record Now button to record and send the email.

Tip: The newly created follow up item (i.e. Appointment or Task) is created within Microsoft Dynamics CRM and saved to your Microsoft Dynamics CRM calendar as part of the Record process. Depending on your LinkPoint Connect Sync settings, the Microsoft Dynamics CRM calendar item will sync with your IBM Notes calendar.

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

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