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We are using CRM 2015 (18.104.22.168) On-Premise and configured with Outlook client in my local machine. It configured successfully.
But, when I navigate to CRM tab from ribbon I am not able to see "Synchronize with CRM" button.
Could you please suggest if there are any settings for this button disappearance. If yes, let me know the steps to get it back.
I don't know if it resolves your problem but you can try:
It looks wired. Just go to the file menu and click the CRM option avail in the left pane. Check whether the Sync button is there or not
No, we dont have "Synchronize" option under file --> CRM menu.
Please suggest me probable workaround to come from this if you know.
Check this link
Someone had similar problem as yours. Hope it helps
Ensure your security role has Sync To Outlook enabled (full pie). This can be found under the Business Management tab under your Security Roles
If your mailbox is defined to use Server Side Synchronization, then the button "Synchronize with CRM" will not appear. Normally, synchronization occurs every 15 minutes.
For more information, please check the link below:
To add to this, I believe you also need to remove the value from the "Server Profile" field in the users Mailbox configuration and set the Incoming & Outgoing email to "Microsoft Dynamics CRM for Outlook". After that, you need to rerun the client side CRM Configruation Wizard to reset the synchronization method. After that, you can restart Outlook. In my testing I noticed that it might take a couple of minutes before the manual Synchronization button appears in the File-->CRM menu. Hope that helps.
Follow 3 steps:
1. In CRM User mailbox, Verify Incoming & Outgoing email to "Microsoft Dynamics CRM for Outlook"
2. In Outlook Client, Verify File -> CRM -> Set personal option -> Tab: synchronization
3. In Outlook Client, Verify File -> CRM -> Set personal option -> Tab: E-MAIL
Images are in Spanish, but it is the same in English.
I am getting the same behavior for a client in dynamics 2016.
The mailbox setting is set to Microsoft Dynamics CRM for Outlook for both Incoming Email and Outgoing Email.
Appointments, Contacts, and Tasks is set to none.
CRM Version is at 2016 Update (8.1.0578)
Any suggestion on troubleshooting.
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