How to add an existing email to your Microsoft CRM case activity

Microsoft CRM usually track all the emails related to a case automatically, however sometimes it is required to add an existing email to CRM cases.
The following figure shows the activities for a specific case on Microsoft CRM, you may need to add an item to this activity such as an email.

Microsoft CRM case activity

Microsoft CRM Case Activity

In order to add any email to a case, you need to select the email in Microsoft Outlook and then click on “Set Regarding” on top of your outlook bar. From the popup windows choose your case and click Add.

outlook CRM

Outlook CRM – Note Set Regarding button on top of outlook bar

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