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Microsoft Dynamics CRM (Archived)

Track email to closed opp

Posted on by Microsoft Employee

Hello everyone,

We've just migrated from SugarCRM to Dynamics 365 & so far everything is going well.  I've solved most problems with the help of Google, but this one has me stumped.

We use Outlook 2016 & can track emails to records in Dynamics.  That is, unless it's a won opportunity.  I thought the record might somehow lock once the opp was won, but I'm still able to add notes & call information.  Outlook can see other records, but doesn't list any won opportunities.  It seems like I'm the only person in the world who's had this problem, or is it not a problem & just how Dynamics works?

Thanks.

John

*This post is locked for comments

  • Nelson Cruz Profile Picture
    Nelson Cruz on at
    RE: Track email to closed opp

    Hi Jason,

    I was asked the exact same issue today. Have you found a workaround?

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