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Customer experience | Sales, Customer Insights,...
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When we send an email from CRM application, does that sent item get synchronised with the user's Outlook Sent items?

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a) When an email is sent from CRM application, does that sent item get synchronised with the user's Outlook Sent items?

b) Is there any possible way that we sync the sent emails in users outlook?

  • Suggested answer
    RE: When we send an email from CRM application, does that sent item get synchronised with the user's Outlook Sent items?

    Hello Kaira,

    My name is Stefan, I'm a Microsoft Dynamics CRM Support Engineer. This is possible and in order to enable this feature for you, we need to modify a specific setting within your Organization.

    Please create a support case with Microsoft, asking for CRM emails to also appear in the "Sent Items" folder within Outlook. Please also mention that you were advised on our Community Forum, to have this case sent to the team that handles Server Side Synchronization, for Dynamics CRM.

    Once the case reaches us, we will contact you and assist with the change.

    Have a nice afternoon,

    Stefan

    Microsoft Dynamics CRM Support

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