Issue with regarding not bringing up any options apart from account

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Posted on by APCT

It is only happening for one of my colleagues who is on windows 7. I have made sure that within his set up on his outlook that the box is checked to track regarding a number of options including contacts, leads, accounts but it is not giving any of those options just accounts. Does anyone have any suggestions? I have checked his personal set up against mine which works.

We are on-premises Dynamics 2106. If anyone can make some suggestions, or point me in the right direction that would be great!

Natasha

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APCT 10 on at

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RE: Issue with regarding not bringing up any options apart from account

This did not seem to make any difference. I have made sure he is the mirror image to another sales guys reference security roles as this person is able to get options on setting the regarding. We have also upgraded him to Office 2016 and he is in Windows 7. Any other suggestions? I am completely at my wits end here!
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M I Mostafa 4,257 on at

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RE: Issue with regarding not bringing up any options apart from account

Hi there,

Check their security roles as they might not have access to Read or append / append to privileges to any of these entities.