You’re offline. This is a read only version of the page.
I have set up a new Cronus instance and have inserted some users, pulling them in from Office 365 where they have E3 licences. Each user has an e-mail account.
As the site admin / super user I have been to Business Assistance | Customise Settings to fit your needs | Setup your Business Inbox in Outlook. I chose to set up for 'My Organisation', confirmed that my email was hosted in Office 365 and inserted the email address and password for the admin account. Upon clicking button [Finish] there was no indication that anything hadn't worked.
User email accounts now all show two add-ins; 'Document View' and 'Finance and Operations', both marked as installed by your administrator.
If a customer contact, with an email address matching the one recorded for them in D365FO contacts e-mails in the system fails to recognise the contact.
All e-mails, from customer contacts and other contacts, show the 'Finance and Operations' grey link above the e-mail and the little blue and white icon to top right of the open e-mail window. Clicking either of these opens the part of the window that should show the customer contact insights or the area to start a new quote or invoice... but all that displays is the blue and white cogwheels and vertical bars icon.
It is as if the software for the add-in has been installed to the e-mail accounts but the link to the correct instance of D365FO is not being found....
Within D365FO page 'Office Add-in Management' shows two records; Name: Document View, Description: Provides a link directly to business documents in Finance and Operations, Version: 1.1.0.0, Manifest Codeunit: 1643, Deployment date: 20/02/2018 and Name: Contact Insights, Description: Provides customer and vendor information directly within the Outlook messages, Version: 1.2.0.0, Manifest Codeunit: 1642, Deployment Date: 20/02/2018.
Please can anyone advise what I should be checking, or any further steps I can take to sort this out? This functionality has worked for me in the past and I don't think I've done anything different this time during the setup stages.
Thanks,
Malcolm
Share
Report
All responses (
Answers (