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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Tracking Emails
Microsoft Dynamics CRM (Archived)

Tracking Emails

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Posted on by Community Member

I am having trouble tracking emails.  From Outlook, I will set regarding a specific Contact but even after syncing with CRM I am not able to find the tracked email within CRM.  Does anyone have an idea what is holding that up from being linked?  I am currently processing emails using server-side synchronization.  Thanks!

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  • Community Member Profile Picture
    Community Member on at

    Hi, Mark! Are you sure it is valid to track your emails against a Contact?  Usually, this is not the appropriate entity for creating/tracking email Activities.  Normally, emails would be tracked against a Lead, Opportunity or Case. Have you tried these options to see if they work?

  • Community Member Profile Picture
    Community Member on at

    Hi Rick, thanks for the thoughts.  I did try running it against a Lead and it still doesn't appear to be tracking.  I'm looking for the option "view in CRM" to open up but once the email has been "set regarding" a given Lead, I am unable to view the tracked email in CRM.  

  • Suggested answer
    Drew Poggemann Profile Picture
    Drew Poggemann 4 on at

    Hi Mark,

    Normally the synchronization will take place within 15 minutes (at a minimum) with Dynamics CRM.

    Some things to check:

    1.  Did you approve the user mailbox?

    2.  Did you run a the "Test and Enable Mailbox"?  

    3.  Check the settings on the user to make sure they are server side synchronization as well for each (Inbound; Outbound; Appointments, Contacts, Tasks)

    Overall when I was testing today it was very delayed, there was some work being done on the Exchange side in Office 365 environment as a whole and I think it might be more delayed then normal.

    Thanks,

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