My firm uses Dynamics 365 as our CRM tool. When I am sending e-mails to prospects/clients via Outlook, I want those e-mails to sync to the client record. For some reason, my Outlooks will not track to Dynamics. Can I get guidance on how to fix this?
My firm uses Dynamics 365 as our CRM tool. When I am sending e-mails to prospects/clients via Outlook, I want those e-mails to sync to the client record. For some reason, my Outlooks will not track to Dynamics. Can I get guidance on how to fix this?
Hi Ben Thelen,
Please checking the incoming/outcoming Email is Server - Side Synchronization:
André Arnaud de Cal... 291,431 Super User 2024 Season 2
Martin Dráb 230,503 Most Valuable Professional
nmaenpaa 101,156