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How to Log Emails in Microsoft Teams CRM

Keeping every deal email in your CRM normally means copying and pasting it across, and that rarely survives a busy day. Email Log in CRM As A Service handles it for you, so you can log emails in CRM without leaving your inbox. There are two ways to do it: send a new message to a record's own email address, or forward an email you already received to your CRM's forwarding address. Either way, the message is filed against the right lead, opportunity, or case, with the contact and organization linked automatically.


You never switch tools to make it happen. Send or forward straight from Outlook, and the message flows into your records inside Microsoft Teams. Email Log builds on email sync, the connection that already keeps your conversations in CRM As A Service.


Two addresses for every record

Open any Lead, Opportunity, or Case and scroll to the Log Emails section at the bottom of the form. You will see two email addresses there, each with a button to copy it and a small info icon that explains what it does.


Opportunity, lead, or case email address

In the app this appears as the Opportunity, Lead, or Case Email Address, depending on the record you open. Use it for a new email you are about to send. Every record has its own, so one opportunity might be `meganb+opportunity9@contoso.onmicrosoft.com` and the next `meganb+opportunity10@contoso.onmicrosoft.com`. Put the address in the To, CC, or BCC field, and your email is saved straight to that record. Anything sent to `meganb+opportunity9@contoso.onmicrosoft.com` shows up on that opportunity and nowhere else.


Forward email address

Use this address for an email you already received. It looks like `meganb+forward@contoso.onmicrosoft.com`, and it works with any message you forward to it. CRM As A Service looks at who was on the original email, not at you as the person forwarding it. So if the original message came from your client `alexw@contoso.onmicrosoft.com`, forwarding it links the conversation to Alex, plus the opportunity and organization he is connected to.


Sync your Outlook mailbox first

Email Log needs a connected Outlook mailbox, because that mailbox is what receives your logged messages and reads them into CRM As A Service. Once it is synced, every lead, opportunity, and case shows its own email address in the Log Emails section automatically. If you have not connected yours yet, follow setting up CRM As A Service in Outlook.


Who can see a logged email depends on how the mailbox is connected:

  • Shared mailbox sync: everyone in your CRM can see the logged email.

  • Private mailbox sync: only you, the mailbox owner, can see it.


Log an email in three steps

  1. Open the Lead, Opportunity, or Case and scroll to the Log Emails section.


  2. Copy the Opportunity, Lead, or Case Email Address for a new message, or the Forward Email Address for one you already have.

  3. Add the address to your email as CC and send, or forward the message from your inbox.


When your customer replies, the reply goes back to that same address, so it is saved to that one record only. A reply to `meganb+opportunity9@contoso.onmicrosoft.com`, for example, appears in the History tab of Opportunity 9 and nowhere else.



What happens automatically

CRM As A Service does the filing for you once the message arrives:

  • Contact creation: a new contact is created if the sender's address is not yet in your CRM.

  • Contact history: an existing contact gets the message added to their record.

  • Related linking: the email is attached to the connected organization when relevant.

  • Right record only: an email sent to a record's own email address is saved to that record alone, even if someone on it is also linked to other deals.


Where teams use it

  • Deal tracking: add a record's address to the BCC field of every quote so the full negotiation stays on the opportunity.

  • Inbound leads: forward a prospect's first email to keep the thread from day one.

  • Shared visibility: log to a shared mailbox so the whole team sees the same history.

  • Support cases: attach a customer reply to the right case without switching tools.


Give every deal its own address, send or forward your messages, and your team keeps a complete view of every customer conversation inside Microsoft Teams.



TeamsWork is a Microsoft Partner Network member, and their expertise lies in developing Productivity Apps that harness the power of the Microsoft Teams platform and its dynamic ecosystem. Their SaaS products, including CRM as a Service, Ticketing as a Service and Checklist as a Service, are highly acclaimed by users. Users love the user-friendly interface, seamless integration with Microsoft Teams, and affordable pricing plans. They take pride in developing innovative software solutions that enhance company productivity while being affordable for any budget.

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