Hi,

We have Exchange mounted locally and are using the Outlook Plugin for this.

Only a portion of our received emails would require to be recorded in the CRM and this is undertaken by using the 'Add Email' or 'Search and Add Email' function.

However for logging sent emails it appears it either is set to automatic which will sync all emails sent to the CRM (which will clutter our CRM with general correspondence and is not desirable), or after sending an email, I would then have to go into Outlook 'Sent Items' and add the email manually from there.

We can also have multiple email accounts we use and the automatic Sent Items sync only allows for 1 folder to sync with CRM.

Is there another way of streamlining how to add 'selected' sent emails to CRM?

Also, if we are to migrate over to Office 365 in the future, does the 365 add-on provide more flexibility here than the Outlook Plugin?

Thanks.