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Microsoft Dynamics CRM (Archived)

Emails do not remain tracked / changing set regarding in Outlook does not automatically update in CRM

Posted on by 15

Hello all,

Details:

- Microsoft Dynamics 365 Version 1612 (8.2.1.411) (DB 8.2.1.411) online

- Using the CRM app for Outlook

- Server side synchronization is set up and the mailbox is tested and approved. 

I have two issues that I cannot seem to find an answer for:

1) When tracking emails in Outlook, it sometimes happens that suddenly the tracking is no longer present on the email. Nobody changed anything about the email or the activity in CRM. I just click the mail, open the Dynamics 365 pane and find that nothing is being tracked for the email even though I tracked it just before. This does not happen for all emails. Others remain tracked without a problem (for now).

Has anyone encountered a similar problem and found a solution?

2) When tracking email using "Set regarding", this is tracked in CRM as well with the correct "set regarding" value. However, when I update the "set regarding" in outlook to another value afterwards, this is not reflected in CRM. The previous "set regarding" remains there. I would expect that the new "Set regarding" is updated automatically when synchronizing between Outlook and CRM? 

Thank you in advance!

Kind regards,

Matthias

*This post is locked for comments

  • Matthias Savels Profile Picture
    Matthias Savels 15 on at
    RE: Emails do not remain tracked / changing set regarding in Outlook does not automatically update in CRM

    EDIT: Just decide to install the CRM client for Outlook instead of the app.

    Changing the set regarding now works and updates correctly the values in CRM. Could it be that the app is unable to perform this?

    Furthermore, I can track Original email and our own replies however when the customer responds this is not tracked automatically.

    Is there a way to have the customer replies also automatically tracked?

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