Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM 2016 App for Outlo...
Microsoft Dynamics CRM (Archived)

CRM 2016 App for Outlook - Track all Emails

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hi

I am using CRM 2016 Online and have enabled the CRM App for Outlook (enabled my mailbox for server-side as well for incoming).  I have set my personal options on the email tab to track all email messages however when an email comes into my inbox the email does not automatically get added into CRM and I am confused why this does not work.  If I click on the email it gives me the option to Track and Set Regarding etc. but I want the email to automatically get added into CRM.

We previously used the CRM Outlook add-in and this worked fine however this does not seem to work if the Outlook add-in is not installed.  Is the option ton the email tab only relevant when using the Outlook add-in and not the CRM App for Outlook?

Thanks
Callum

*This post is locked for comments

  • Suggested answer
    Jakub Homola Profile Picture
    Jakub Homola on at
    RE: CRM 2016 App for Outlook - Track all Emails

    It is necessary that your email address in CRM is approved by the Global Admin of the tenant (not normal admin). Try if it does not solve your problem.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM 2016 App for Outlook - Track all Emails

    Did you ever find a solution to this?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM 2016 App for Outlook - Track all Emails

    Hi Nithya

    The links you sent refer to Dynamics CRM for Outlook (require install on machine) not the Dynamics CRM App for Outlook (App added to mailbox)

    Thanks

    Callum

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: CRM 2016 App for Outlook - Track all Emails

    Hi Callum,

    In CRM 2016, I think we have the following settings in tracking emails.

    www.dynamicscrmpros.com/understanding-different-options-tracking-e-mails-microsoft-dynamics-crm

    Hope it helps.

    Thanks

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: CRM 2016 App for Outlook - Track all Emails

    Hi Callum,

    In Dynamics 365, we can set an option to automatically track the incoming emails in outlook.

    Please go through this link.

    www.microsoft.com/.../set-an-option-to-automatically-track-incoming-outlook-email-in-dynamics-365-for-outlook.aspx

    Thanks

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM 2016 App for Outlook - Track all Emails

    Hi Nithya

    Thank you for the response however this does not answer my questions.  I have seen these links but it doesn't tell why all of my emails are not being tracked automatically.

    Callum

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: CRM 2016 App for Outlook - Track all Emails

    Hi Callum,

    Please refer the link below:

    blogs.msdn.microsoft.com/.../the-new-light-weight-crm-app-for-outlook

    https://blogs.technet.microsoft.com/lystavlen/2015/12/02/comparing-the-dynamics-crm-app-for-outlook-with-dynamics-crm-for-outlook/

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans