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Customer experience | Sales, Customer Insights,...
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D365 App for Outlook - Email Tracking Option Not Available

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Hey Everyone, 

I am trying to enable the D365 App for Outlook for a client and I am running into some trouble. I have gone through all of the configuration steps - from setting up Server Side Sync, approving mailbox, testing mailbox, applying correct security role to user, etc. and for some reason when I test the email tracking functionality it doesn't work. When I was testing it previously I got the message "Track and Set Regarding are currently disabled" in a yellow ribbon. I approved my mailbox again and now the message is gone, but it doesn't seem to allow me to track the email. I have added a screenshot below of what I see. While it does show me the flyout, I have no ability to track the email. I tested this in a trial environment and I followed the same steps for configuring the App for Outlook and I was able to get it working successfully. 

Any ideas? I would really appreciate any advice, as I don't know what I am doing wrong. Thanks!

pastedimage1638765230688v3.png

  • Verified answer
    Nya Profile Picture
    29,064 on at

    Hi,

    The screenshot you provided seems to switch to the view of contacts.

    Have you tried to click the folding button and switch to the Dashboards?

    pastedimage1638767093933v1.png

  • Community Member Profile Picture
    on at

    Nya that was it! I simply added the dashboard into the App for Outlook at it seems to work now. Thank you so much!

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