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Customer experience | Sales, Customer Insights,...
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Activate Dynamics 365 - Email Tracking From CRM

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Posted on by 30

Hi,

I have been assigned to enable email tracking for Dynamics CRM. 

We use Dynamics 365 On-Premise 2016 and Exchange Server On-Premise. This feature has been used before with an outsourced company. 

I am new to this and I was able to activate the feature for several users by following the steps below,

1. Approve Email for the users ( Dynamics 365 > Settings > Security > Users > Approve Email)

2. Approve mailboxes ( Dynamics 365 > Settings > Email Configuration > Mail Boxes > Active Mail Boxes > Set Serve-side Synchronization > Approve Email > Test & Enable Mailbox)

3.Install Microsoft Dynamics CRM 2016 for Microsoft Office Outlook manually

But for Office 2016 users this didn't work (Installation successful but no tracking icons). 

While searching, I noticed that Dynamics 365 for Outlook is no longer supported from December 4, 2020 (https://docs.microsoft.com/en-us/dynamics365/outlook-addin/admin-guide/dynamics-365-for-outlook)

We do not have any prerequisites for using the Dynamics 365 App for Outlook, so please advise how to address this situation.

Best Regards,

Randima

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