Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Sales forum / Best practice for usin...
Sales forum
Unanswered

Best practice for using D365 App with a salesperson, but track emails from different inbox (sales@)

Posted on by 15

I currently have two sales people who have D365 licenses and are using the D365 App for Outlook. They can create new leads and access dynamics information fine from their inbox account.

However, what is the best way so that a salesperson can access emails from the sales@ inbox and then be able to create new leads etc via the D365 App? Currently the sales@ account is not a shared mailbox. This sales@ mailbox is setup as an additional account in each of the salespersons Outlook.

I've tried creating a test shared mailbox for each of the sales people, but even when trying to track an email from the shared folder there is an error "This add-in scenario is not support with this folder).

Does anyone have any ideas? I'm not too sure what to try next.

Thanks

Categories:
  • Mihir@CRM Profile Picture
    Mihir@CRM 4,036 on at
    RE: Best practice for using D365 App with a salesperson, but track emails from different inbox (sales@)

    Hi,

    You can set-up a Queue with the email address. Have the Sales rep access the queue / emails. And create the lead from the email in the Queue ?

    I have not tested this on the App.

    Hope this helps

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 16th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,349 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,212 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans