Hello,
In my company they want to have a link to one or more products in every activity(meeting, email....). This to be able to create reports like "How many Emails related to the Product X".
To keep things as simple as possible for the sales (Only click one button and use lookup...), I was asked to create a checkbox for each product into the Email Entity.
The "CRM fields" from Outlook looks as follow:
What is the problems of this solution:
- Adding, Changing or Removing one product require to update all activities (email, meetings..) manually (and be sure to be in line).
- Users can't edit the custom fields once the e-mail is sent (or from received emails).
- Value of related products from response emails are obviously not set to the values of the sent e-mail, while the topic is still related to the same products.
- Custom fields are lost if we use a "Server Side Synchronization" setting.
What is the best way to resolve this problematic (Be able to resolve 2 and 3 at least) ?
Keep in mind, that the process of linking the products to the activity should be really easy and fast for the users.
Thanks a lot!!!