Paste an Outlook message to the notes field in CRM

It would be helpful to be able to cut and paste an Outlook message directly to the notes field in CRM without first having to paste it to notepad to remove any word formatting that Firefox does not remove.  If you try to paste it directly to the Notes field you get an HTML error

  • Michelle Ervine
  • Aug 24 2018
  • Reviewed: Voting Open
Blackbaud CRM
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  • Guest commented
    November 05, 2018 17:35

    Hi Michelle. Silicon Harbor Solutions offers a full Outlook/BBCRM integration that automatically does much that that for you automatically. If you would like a solution for integration for both a desktop version of Outlook and Office 365 on desktop web and mobile you should check them out.

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