Nice feature of CRM 4.0: Users and system administrators alike have never been fond of the tracking token that CRM places in the email subject line in order to track email replies to the correct account or contact in CRM. In CRM 1.2 and 3.0 this token could be turned off completely, but then it was impossible to track replies to CRM emails. With version 4.0, administrators can still use the tracking token for precise tracking, but CRM now offers the ability to turn off the tracking token and still track most messages. CRM 4.0 uses a combination of the email's sender, recipient and subject to figure out which records to relate inbound email to, even without the token! To turn the tracking tokens off in CRM 4.0, go to Settings > Administration > System Settings, and click on the Email tab. See the image below for the checkbox to de-select to disable the tracking token:
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.