Sent Email in contact activity

(0) Share

Report

Posted on by Community Member

I have CRM online, and office 365. I have setup email sync and if a contact sends an email it shows up in their activity. However if I email the contact it doesn't show up in their activity.

How do I make it so that any email with the contact shows up in CRM?

*This post is locked for comments

I have the same question (0)

All responses (7)

Answers (0)

Suggested answer

nghieppham 4,755 on at

Like (0)

Report

RE: Sent Email in contact activity

Hi CRMNoob503,

In this case, you have to go to the mail box of user and see the error, then, you can trace the problem here.

Please tick verify, if it is useful for you :)

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Sent Email in contact activity

I think it is close, but now I get this alert after emailing a contact:

Was this reply helpful? Yes No
Suggested answer

nghieppham 4,755 on at

Like (0)

Report

RE: Sent Email in contact activity

Hi CRMNoob503,

In this case, please follow verify by this way

Ensure that user has been select "All Message" option in email tabs.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Sent Email in contact activity

I am sending emails with office365. The check box you mentioned is already checked.

Thanks

Was this reply helpful? Yes No
Suggested answer

nghieppham 4,755 on at

Like (0)

Report

RE: Sent Email in contact activity

Hi CRMNoob503,

Please clarify your case. Where did you send email to contact? In CRM application (web site) or in Office 365? And 1 thing, to track email as incoming & Outgoing, you have to tick on "Track emails sent between CRM users as two activities", you can go to Email Configuration and click on Email tab, scroll down, you will see it.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Sent Email in contact activity

I am not using the CRM outlook plugin. We have CRM online and Office 365 online. The the settings -> email configuration -> email configuration settings I have the following:

When a contact sends us an email (incoming) it shows up under the contact's activities. However if we send a contact an email (outgoing) it doesn't show up in the contact's activities. How do I make outgoing email tracked in CRM?

Thank You,

Chris

Was this reply helpful? Yes No
Suggested answer

razdynamics 17,308 User Group Leader on at

Like (0)

Report

RE: Sent Email in contact activity

Hi CRM Noob

The only way recieved emails are tracked is by your email tracking settings, often email tracking is a manual task via outlook but you can also apply settings to automatically track email. the following article will help you configure your settings www.microsoft.com/.../set-an-option-to-automatically-track-incoming-outlook-email-in-crm-for-outlook.aspx

Let me know if I can hekp further, Kindly tick 'Yes' to Verify :)

Best Wishes, Raz

Was this reply helpful? Yes No