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We have a customer with the following issue with her CRM Outlook Add in where when she “Tracks an email” in CRM and set the “Regarding” the email disappears. We're not sure where it’s going, if it’s just hidden or moved to a different folder somewhere or what. Any ideas?
Just so I fully understand your issue. One of your customers who has the Microsoft Dynamics Outlook adapter, is unable to use the adapter properly, due to when he/she clicks the 'Set Regarding' or 'Track' options the email disappears completely with no reference to it either within the related record in the CRM as an activity and it no where to be seen within any of the customers folders e.g. Sent/Junk?
If this is the case, I too have had a similar issue with a customer and the only solution was to uninstall then re install the Microsoft Dynamics Outlook adapter. Once this was completed and configuration with their particular CRM instance was compete the adapter worked fine.
Hope this helps.
Thank you! We'll give this a try!
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