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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Email Tracking/Set Reg...
Microsoft Dynamics CRM (Archived)

Email Tracking/Set Regarding from Outlook Not Showing in CRM

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Posted on by Community Member

Hi all,

When I send an email and select 'track' or 'set regarding' and select, for example, a specific account or contact, the email activity does not appear in CRM.

I've followed the instructions on this link: http://www.summitgroupsoftware.com/blog/unable-see-crm-outlook-client-tracked-emails-regarding-records and ensured all my settings are correct, however the below may highlight the root of the issue

Screenshot-2016_2D00_05_2D00_12-17.28.29.png

The incoming email/outgoing email and appointments etc are all showing as failure and the mailbox is disabled for email processing.

 

I feel like i may have missed a step somewhere, any ideas on what they likely causes of this failure may be?

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  • Suggested answer
    Robert Wittig Profile Picture
    Robert Wittig 1,885 on at

    When you open the mailbox there is a alert section, it should describe the reason for the failure.

    They can be cryptic at times, but with an alert message, we can help a bit more.

  • Community Member Profile Picture
    Community Member on at

    The mailbox location could not be determined while sending the email message "Test Message". Mailbox Daniel del Soldato didn't synchronize. The owner of the associated email server profile Microsoft Exchange Online has been notified.

    12/05/2016 17:49  Details

  • Community Member Profile Picture
    Community Member on at

    What concerns me with the above is that the Microsoft Exchange Online server profile is something that i've not set up, I've never populated it with any info to point towards our Outlook server - which is where i htink i'm falling down - does that sound about right?

  • Robert Wittig Profile Picture
    Robert Wittig 1,885 on at

    Are you online or on premise and is your exchange on premise or O365?

  • Robert Wittig Profile Picture
    Robert Wittig 1,885 on at

    Yeah that sounds about right, I just want to tell you how to configure it correctly, so I need to know where your crm is and where your exchange is.

  • Community Member Profile Picture
    Community Member on at

    Online

  • Community Member Profile Picture
    Community Member on at

    We're using CRM online - not entirely sure where our exhange is - i'll probably need to run that by our IT guys

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