I am trying to find documentation or discussion about manually tracking/set regarding items, and accessing information in the CRM preview pane on a tracked email items when server side sync is enabled for email.
Scenario:Office 365 - Exchange and CRM. Server side sync enabled and functioning for a given users mailbox. The user uses OL with the CRm client configured. Emails tracked by server side sync show CRM icon in OL indicating they are tracked. These emails
can be located in CRM as expected, linked appropriately to the correct contacts.
When viewing the the email in OL, the CRM preview pane is empty and "View in CRM" button is dim - there is no way to quickly access the associated records. Also,clicking and setting a set regarding value and/or clicking track do nothing to change
this - preview still blank.
After disabling server side sync for the user, OL and the CRM client behave as as expected.
I thought I understood that with server side sync, I would still be able to manually track an use the preview pane.
I was told by support that this is a known bug that is being worked on. I haven't been able to find any mention of this anywhere else.
Has anyone else heard of this bug, or, can anyone shed light on the expected functionality?
Thanks