Microsoft Dynamics CRM (Archived)

Outlook for CRM - Record is unavailable when trying to view email in CRM

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Posted on by Community Member

Hi there

I have a CRM online installation, and I recently set up the mailboxes to use server side synchronisation.

I have now also installed Microsoft CRM for Outlook.

This appears to allow me to send a CRM email.

However when I send the email, then try to view it in CRM by selecting "View in CRM", I get an error that says the record is unavailable.

I also can't see any of the emails I have sent from outlook when inside my crm web browser.

How do I get this working?

Thanks in advance.

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Dhaval mistry 810 on at

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Can you reconfigure CRM outlook ?

I had a same problem few months ago and I reconfigure with correct information and it start working

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Community Member on at

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How do I reconfigure my CRM outlook? I only set it up yesterday, I don't see many settings options in my outlook CRM menu.

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Dhaval mistry 810 on at

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steps to configure CRM for outlook

https://community.dynamics.com/crm/b/crmpowerobjects/archive/2015/01/29/how-to-install-dynamics-crm-2015-for-outlook

Did you create Server Profile ?

Settings ->Email Configuration -> Email Server Profiles

Did you set Email Configuration Settings

Settings ->Email Configuration -> Email Configuration Settings

Did you approve mail box for your user name?

Settings ->Email Configuration -> Mailbox -> Find your records with yourname

Provide your email address set Synchronization Method

Approved Email

Now check your name should appear on CRM Email Router application on Email Router server (if its different) when you select particular organization.

Please mark answer if it resolve/find solution of your issue.

Thanks,

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Community Member on at

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Hi there, I have completed all of the above steps.

The only difference is my synchronisation method is set to server side synchronisation, which I need to remain as that.

I can send emails from inside CRM and they work fine, the missing part of the puzzle is when I send a tracked email from outlook, using crm for outlook, it never synchronises back into my crm system.

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Community Member on at

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I have found this article, and am going to install this update. It sounds like my problem

www.summitgroupsoftware.com/.../unable-see-crm-outlook-client-tracked-emails-regarding-records

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Dhaval mistry 810 on at

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Great! Thanks

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Community Member on at

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I just spent 20 minutes on the phone with Microsoft about this issue. They are telling me that doing this is not supported. If I have server side synchronisation configured, then sending crm emails through crm for outlook won't synchronise properly.

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