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I am unable to track and convert emails from outlook. When I try to do that the usual way (select email > track > convert to lead)
I get the following window:
Does anyone have an idea how to solve this issue?
Thanks
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I guess it's the permission issue. check your security role for lead creation permission. Otherwise turn on the trace log feature and you should be able find the cause- (in the below link look at the end of the page)
crmbook.powerobjects.com/.../dynamics-crm-outlook-client-troubleshooting
support.microsoft.com/.../how-to-enable-tracing-for-the-microsoft-dynamics-crm-for-outlook-clien
Hi CRM Develope,
It seems you are missing some privileges. To resolve this try the following.
Navigate to Settings->Security->Security Roles
Open the Security Role which you have ,then select Business Management tab and check whether you have enough permissions for Mailbox entity if not please set permissions accordingly.
Also select the Service Management tab and check whether you have Record Creation and Update rule access if not please set that too.
Hope this helps
Regards,
Soumya
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