| Features |
EmailScoop by Dynamic Domain |
MS Dynamics CRM tracking tool for Outlook |
| Incoming emails |
All inbound emails are tracked automatically.
In the following specific cases email tracking should work also:
- No recipient receives, reads or opens an inbound e-mail (e.g. the email is sent to a user who is on vacation)
- Inbound email is sent to a deactivated user (e.g. a user does not work in the company any more)
- An inbound email is moved from Inbox to another folder by automatic rule
More rules can be added on demand.
|
Sometimes the tracking is inconsistent, e.g. when incoming emails are moved by rules to other folders |
| Outgoing emails |
All outbound emails are tracked automatically.
In the following specific case email tracking also works:
- An outbound email is sent via web client
More rules can be added on demand.
|
CRM users have to check the tracking box for each outbound email manually (potential risk in case a user forgets to apply this setting) |
| Smart matching |
All incoming/outgoing emails tracked in CRM are linked to a company (if company or its contact is in “from”, ”to”, ”cc”) |
Intelligent association of emails with opportunities is available, however disabled in certain scenarios |
| Email history |
Uploading, matching and synchronizing of all the email history on the server from the pre-CRM period |
Not available |
| Different providers |
Equally tracks emails from Exchange Server as well as through any other IMAP/POP3 email provider |
Only MS Outlook |
| Exceptions |
Emails from certain users should not be tracked, e.g. |
Not available |
| and privacy settings |
CxO, in case there are no other CRM email-enabled users in “From”, “To” or “CC” (they can still be tracked manually via Outlook plug-in) |
|
| Creating new CRM contacts |
The tool detects business emails according to certain rules and even if they are not from a CRM contact, a new company/contact is created automatically with all the necessary attributes according to specific rules
(for example, an email from an employee personal address which comes as a reply to an email sent to info@companyname.com)
|
Not available |