I just installed the trial of CRM Online. To sync e-Mails it needs me to approve as the Outlook 365 Administrator. How do i do that?
You can do that by CRM->Settings->Email COnfigurations->MailBoxes->Approve Email.
Afterwards you just need to test & enable mailbox.
Hope this helps,
You can do the following:
When logged in as the admin, go to Settings > Administration > Users, then open the user record in question. At the top of the form there is an APPROVE EMAIL button.
Also, a tip so you no longer need to do this (should you wish) you can do the following:
Goto Settings -> Administration -> System Settings -> Email tab and un-check process emails for approved users/queues.
This will then allow emails to be automatically approved without your manual interaction.
Hope this helps
hmm i seem not to be able to find the user settings... in CRM settings?
Sorry my fault, in the new version they moved where users are
So its settings > Security > Users (then select the user in question)
You can also do this
Is it possible to connect a second office 365 exchange / email with one user? I am MD of 2 daugter companies and would like to use the CRM to track emails / contacts of both eoffice 365 email accounts.
No I do not believe this to be possible as configuration settings in both CRM and Outlook only allow for one user
Glad the above helped
Just thought, you could have your 'other' email accounts forward to your CRM primary email address 'inbox' which you could then track/tag/set regarding as you would normally.
it would just mean setting up some rules within Outlook itself