Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Outgoing Emails not Tracked into CRM RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hello,

    We're on CRM 2013 on-premise version. Some of our users use CRM Outlook plugin. We were concerned that some outgoing emails were not getting tracked in Outlook. 

    I'm suspecting if it's because the 'Outgoing Email' option in the users' mailbox setting needs to be set to CRM Email router? Is there another setting that we might have missed that outgoing emails are not getting tracked?

    Thanks in advance.

    -tri

    Tuesday, September 8, 2015 8:24 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    The screenshot looks like they are not using the router.

    Have each Outlook Client user go into their personal settings in CRM (click on the cog and then options).  When the pop up window loads, click on the email tab.  There is a track option.  Outlook client users can choose to track all.  This will automatically track any email that they send from Outlook.  If it is a personal email that they are writing, they can click the Untrack button before sending the email.

    This will ensure that everything gets tracked.  If it is found that email is not tracked, then you know that the user specifically chose not to track it

    Jason Peterson

    Tuesday, September 8, 2015 9:11 PM