Email Tracking for Delegate Mailboxes in Microsoft Dynamics CRM

A question was recently asked in the community forum about setting up e-mail tracking on a delegate mailbox for the CRM Outlook client.  A couple of years back I put together the instructions for a client so I thought I would share the information.

Following is guidance on how to setup Outlook Delegate Access and use the CRM Outlook Client to manage the Delegate Mailbox for Outlook 2010 & 2007. 

• Outlook 2010 & Outlook 2007

From Outlook 2010, Select File, Account Settings and Delegate Access. From Outlook 2007, select the same but from the Tools menu.

Select Add, Select User and Select the Add button

Select Ok

Give Delegate permissions on Mailbox. In Outlook 2010 the option will appear after the previous step. In Outlook 2007, select Tools, Options and the Delegates tab as needed.

Select Ok

Leave the default / recommended setting and select Ok

Follow the steps provided in the applicable link to add the new Mailbox to the delegate’s Outlook menu

• Outlook 2010 & Outlook 2007

In Outlook 2010 select File and Info. In Outlook 2007, select Tools and Account Settings.

Highlight the e-mail address and Select Change

Select More Settings

Select Add

Type the user’s name to add the mailbox

Select Ok, Next and Finish

I haven’t tested this yet in Outlook 2013 but I suspect it still works and the setup is similar with a few differences as there were between Office 2007 and 2010

Cheers