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What is the difference between Track and Specify regarding?
App for Outlook has two buttons that look alike but do different things. Understanding the difference is what determines whether CRM will be useful.
Saves the email in Dynamics 365 and links it to the sender if recognized. The email is stored, but it is not linked to any specific case or agreement.
Saves the email and links it to a specific record — an opportunity, a case, or a project. This ensures that the next person who opens the opportunity can see the entire conversation. Use this option almost every time.
Ask yourself where you would look for this email six months from now. The answer is rarely “under the customer” — it is usually “on that deal.” In that case, Set Regarding is the right choice.
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