Dear,
my company uses Dynamics CRM as case management tool.
my company produces hatchery machines, problems can occure by clients related to software, hardware, or HVAC issues local with the client.
Meaning the troubleshooting sometimes can be complex with a variety of root causes.
It's a powerful tool iwth many options but also 1 particular problem.
If a complex problem is logged, then also many emails are linked to the problem.
HOW is it possible to keep overview if >20 emails are connected to 1 problem and if the email title is pushed from Outlook to CRM and cannot be changed anymore ?
It's resulting into a list of needed email with relevant info but they al look the same loooking to the title.
As a proposal I would suggest to create the possibilty to chagne the title of the email into CRM itselve, once it's linked to a case.
However I can imagine som valid advize from this blog.
thanks in advance!
Steven