Hello,
We are currently using Server Side Sync with Folder Level Tracking to track emails from Outlook in CRM. However, we still need to associate these with specific contacts. We do not want to use the CRM for Outlook plugin and are unsure about using the lightweight CRM for Outlook app. IS there a way to create a workflow or other process in CRM that will set the regarding field for any emails that are not associated with specific contacts?
Thanks in advance.