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CRM 2016 Outlook Client Track Email does not work

    Question

  • Hi,

    I have started using Outlook Client recently and facing an issue when i create an email and perform both the operations -

    Track Email

    Set Regarding

    After this i perform 'Synchronize With CRM', even after doing the email activity is not created in CRM.

    Please suggest if i need to perform any setting.

    Basic Settings that i have done is -

    Process E-mail using:  Server Side Synchronization

    Server Profile:  Exchange Profile (the profile you set up for Server side Synchronization)

    Incoming E-mail:  Server Side Synchronization or Email Router

    Outgoing E-mail:  Server Side Synchronization or Email Router

    Appointments, Contacts, Tasks: MS Dynamics CRM For Outlook

    Outlook Version : 

     

    Any help would be appreciated. Thanks 

    Thursday, April 20, 2017 10:33 AM

All replies

  • Thanks for the screenshot. I see that your client version is not at the same level as the server. That's a good start. It's always been practice to keep the client at the same level of the server. You can also check to see if your mailbox has alerts and whether you have approved your user for mail.

    Eric Hula - CRM Administrator

    Wednesday, April 26, 2017 1:12 PM