Archive Emails from Inbox
Folder: [Inbox]
Archive Email
Archive Email
Archive Emails from Sent Items
Folder: [SentItems]
Archive Email
Archive Email
Archive Emails
Folder: CRM\Archive Email
Archive Email
Archive Email
Auto Create Case
Folder: CRM\Cases\Create Case
Find or Create Account
Find or Create an Account then Create a Case and attach to the Account
Create Case from Email data
Archive Email
Auto Create Opportunity
Folder: CRM\Opportunities\Create Opportunity
Find or Create Account
Find or Create an Account then Create an Opportunity and attach to the Account
Create Opportunity from Email data
Archive Email
List and Archive Cases
Folder: CRM\Cases
List and Archive Cases (CRM->E)
Find or Create an Account then Create a Case and attach to the Account
Create Archiving Folders for Cases
Archive Email
List and Archive Opportunities
Folder: CRM\Opportunities
List and Archive Opportunities (CRM->E)
Find or Create an Account then Create an Opportunity and attach to the Account
Create Archiving Folders for Opportunities
Archive Email
Synchronize Accounts
Folder: [Contacts]\CRM Accounts
Synchronize Accounts (E->CRM)
Synchronize Accounts from Exchange to CRM
Folder: [Contacts]\CRM Accounts
Synchronize Accounts (CRM->E)
Synchronize Accounts from CRM to Exchange
Synchronize Calls
Folder: [Calendar]
Synchronize Calls (E->CRM)
Synchronize Calls from Exchange to CRM
Folder: [Calendar]
Synchronize Calls (CRM->E)
Synchronize Calls from CRM to Exchange
Synchronize Contacts
Folder: [Contacts]
Synchronize Contacts (E->CRM)
Synchronize Contacts from Exchange to CRM
Folder: [Contacts]
Synchronize Contacts (CRM->E)
Synchronize Contacts from CRM to Exchange
Synchronize Leads
Folder: [Contacts]\CRM Leads
Synchronize Leads (E->CRM)
Synchronize Leads from Exchange to CRM
Folder: [Contacts]\CRM Leads
Synchronize Leads (CRM->E)
Synchronize Leads from CRM to Exchange
Synchronize Meetings
Folder: [Calendar]
Synchronize Meetings (E->CRM)
Synchronize Meetings from Exchange to CRM
Folder: [Calendar]
Synchronize Meetings (CRM->E)
Synchronize Meetings from CRM to Exchange
Synchronize Tasks
Folder: [Tasks]
Synchronize Tasks (E->CRM)
Synchronize Tasks from Exchange to CRM
Folder: [Tasks]
Synchronize Tasks (CRM->E)
Synchronize Tasks from CRM to Exchange