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Customer experience | Sales, Customer Insights,...
Answered

Outlook Add-In - don't work with 2 accounts

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Posted on by 49

Hello community !

I have 2 users in Sales (User A and User B).

User A is a human who works with sales. -------------  User B is the general sales mail from the company. He/She should create opportunites, mails, tasks, and so on.

So I got 2 Accounts in Outlook, but the Dynamics 365 Outlook Add-In just works for "User A".

If I change to the other mailbox, the Add-In doesn't work.

Is there a solution for this ?

  • Outlook Add-In - don't work with 2 accounts
    I have the same issue. First, the dynamics add-in was just gray when i clicked on the inbox if the general mail. We found the solution and changed the shared mailbox to a personal mailbox. That helped to connect to Dynamics, but I still can not track the mails from the general account, I just can read.
  • KoenPisters Profile Picture
    KoenPisters 17 on at
    RE: Outlook Add-In - don't work with 2 accounts

    Hi Thierry,

    So, in my case it would not work. I have a personal mailbox and shared mailbox. The Outlook add-in works for my personal account, but not for the shared mailbox. This is intended?

  • Verified answer
    Thierry Profile Picture
    Thierry 25 on at
    RE: Outlook Add-In - don't work with 2 accounts

    Hi Maximilian,

    This question is hard to answer without Mailbox details. With "general sales mail" do you mean this is a shared mailbox?

    Also do you mean the Outlook add-in (deprecated) or the App for Outlook?

    It's impossible to use the App for Outlook or Add-in for a shared mailbox, so this is indeed as intended.

    A possible solution to still automatically track e-mails would be to use Queues and setting up a Queue for the General Sales Mail.

    Read more about Queues here: docs.microsoft.com/.../set-up-queues-manage-activities-cases

    Please mark this as verified if it has answered your question.

  • Maximilian Hofer Profile Picture
    Maximilian Hofer 49 on at
    RE: Outlook Add-In - don't work with 2 accounts

    Do you have any solution for this problem ?

  • Maximilian Hofer Profile Picture
    Maximilian Hofer 49 on at
    RE: Outlook Add-In - don't work with 2 accounts

    It is Online.

  • Ram Prakash Profile Picture
    Ram Prakash 2,287 on at
    RE: Outlook Add-In - don't work with 2 accounts

    Hello,

    Is it Online or OnPremises Environment?

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