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Leverage the Opportunity Email Address to Save Client Emails

Updated: 3 days ago

Every client email in your Microsoft Teams CRM can stay on the exact record it belongs to. CRM As A Service gives every lead, opportunity, and case its own email address, so any message you send is saved straight to that record without leaving your inbox.


A shared mailbox links each email to a contact, so a message appears on every record that contact is connected to. When you want a conversation tied to a single deal instead, use that record's own address. Anything sent to it stays on that one record only, even when the same contact appears on other deals.


You need a connected Outlook mailbox to receive your emails. If you have not connected yours yet, start with setting up email sync in CRM As A Service.


One Email Address per Opportunity, Lead and Case

We'll use an opportunity as the example here. Leads and cases work exactly the same way. 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.


How to Get the Email Address

  1. Open the opportunity (or lead or case) and scroll to the Log Emails section.


  2. Copy the Opportunity Email Address shown for that opportunity.

  3. Add the address to the To, CC, or BCC field of your email and send.

Composing an email in the CRM As A Service Email tab with the opportunity address MeganB+opportunity9@contoso.onmicrosoft.com added in the Cc field

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


An opportunity's History panel in CRM As A Service showing a client reply logged under the opportunity via its email address

Forward Email Address

Your synced mailbox also has one universal forward address, `meganb+forward@contoso.onmicrosoft.com`, shared across the whole mailbox. Use it for an email you already received. When you forward a message to it, CRM As A Service keeps the original sender instead of reading you as the person forwarding, so the email is filed under whoever actually sent it. Forwarding a message that came from `alexw@contoso.onmicrosoft.com` attaches it to Alex's contact.


Where teams use it

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

  • Received emails: forward a message you already have, and it files under the original sender's contact instead of appearing to come from you.

  • Shared visibility: use 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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