web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Privileges to Track An...
Microsoft Dynamics CRM (Archived)

Privileges to Track Any Emails in Outlook Client

(0) ShareShare
ReportReport
Posted on by Community Member

Hi there,

I have no way of testing this - no test users, no sandbox, no folks who can assist in testing.

Basically, my users are intermittently unable to track emails in Outlook Client. I have a hunch that this is happening on emails between two people where they are only copied. Not sure if there is a way to adjust permissions such that they can track any emails in their mailbox. Or, on the other hand, if there are any restrictions to what you can and cannot track wrt emails in your mailbox. Also running into an issue (published a separate post) where the users are unable to track any appointments. Not sure if the two could be somehow related. Any help is appreciated.

Best,

Blayze

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Aldo Macedo Profile Picture
    Aldo Macedo on at

    Hello Blayze,

    The purpose of this post is to provide information that can help you to verify different scenarios:

    www.microsoft.com/.../overview-of-tracking-records-in-crm-for-outlook.aspx

    www.microsoft.com/.../track-outlook-appointments-in-crm-for-outlook.aspx

    www.microsoft.com/.../deleting-records-that-have-been-tracked-with-crm-for-outlook.aspx

    www.microsoft.com/.../set-personal-options-that-affect-tracking-and-synchronization-between-crm-and-outlook-or-exchange.aspx

    blogs.msdn.com/.../new-crm-for-outlook-basics-ebook-joins-growing-family-of-dynamics-crm-ebooks.aspx

    I suggest you to have updated CRM Outlook:

    support.microsoft.com/.../3036179

    Tracking and token by Aaron Richards:

    community.dynamics.com/.../email-tracking-token-in-dynamics-crm-2011

    community.dynamics.com/.../crm-email-tracking-part-1

    community.dynamics.com/.../crm-e-mail-tracking-part-2

    community.dynamics.com/.../crm-e-mail-tracking-part-3-tagging

    blogs.msdn.com/.../outlook-e-mail-tracking-tips-and-tricks.aspx

    You can verify how you want to track elements for CRM and CRM Outlook and which records to create after an element is created, it can set in personal options and needs to be configured in diagnostics for CRM Outlook, verify that you have tracking enabled in mailbox configuration for CRM.

    Hope this information can be helpful.

    Best regards,

  • Community Member Profile Picture
    Community Member on at

    We are having a similar problem at our organization.  Unless you are the individual that organized the meeting in Outlook, you can not track the meeting.  There are instances where other attendees need to track the meeting, or a meeting might be forwarded to another individual.  In both instances those individuals can not track the meeting.  We are running CRM 2015, and with Outlook 2010 and Outlook 2013.  This feature did work when we were running CRM 2013.  Is there a fix for this?  I have read the above posts however didn't see anything regarding this specific issue.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Just got off the phone and got this resolved for us. User level Read privilege for Record Creation and Update Rule (under Service Management) and User level Read privilege for Queue (under Core Records). Hope this helps you.

  • Community Member Profile Picture
    Community Member on at

    www.magnetismsolutions.com/.../users-unable-to-track-emails-after-crm-2013-sp1-update

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
JS-09031509-0 Profile Picture

JS-09031509-0 3

#2
AS-17030037-0 Profile Picture

AS-17030037-0 2

#2
Mark Eckert Profile Picture

Mark Eckert 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans