I was testing the new Duplicate Detection feature in MS CRM 4.0

I wanted to be warned about duplicates that might be entered as a Contact with the same name and phone number of ... Read More »

This doesn't happen often, but when it does, it can be a pain to resolve if you don't follow the right steps.  A client of ours ran into this problem early on, as they were learning how to use MS CRM 3.0

In order to "undo" or "untrack" and email do the following:

1. Make sure the original email still exists in your 'Sent Items'
2. Open your Activities using the 'My Closed Activities' view
3. Delete the email that was incorrectly 'Regarded' (if you don't the following steps will copy the whole record, including the incorrect 'Regarding' field)
4. Go to 'Sent Items' in Outlook
5. Find the email that you need to track (don't open it, just locate and highlight it in the list)
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