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Office 365 Outlook, CRM Online

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Posted on by bernhards

417

I am not sure if this is a problem with Outlook or just with CRM. But when we set the regarding of an email to an account the email does not show up in the account. I did a test as example:

Here you can see my test mail I set "Regarding: TEST ACCOUNT".

And here is the "TEST ACCOUNT" entry of CRM Online where you can see that there is no mail regarded

I looked for a filter or something that could "hide" this information but was not able to find anything. Why is this happening?

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bernhards 417 on at

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RE: Office 365 Outlook, CRM Online

Ok, we located the problem. We don't use Exchange Online and our emails are on our Exchange 2010 server. We tried to change the "Email Server Profiles" but we have no option found where we can add our Exchange 2010. Does this mean we need to use POP3 to sync?
bernhards 417 on at

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RE: Office 365 Outlook, CRM Online

I have an idea why this is happening. I migrated the forms form a CRM 2011. Maybe this is the problem? To which default entity will an email be linked when it is regarded?

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