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

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Posted on by icockram

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

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Mihir@CRM 4,036 on at

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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