I want to make use of the CRM outlook plugin so that I can track emails as activities related to certain records in the CRM.
When I try to set the "regarding" on an outlook email, I can find the record and a tracking token is visible in the title of the email, but the email never leaves the "outbox", so it never gets sent. I assume that it's because there are some configuration problems on the CRM side of things. On the CRM, I have an exchange and an SMTP server profiles set up for the email server that outlook uses. However, the mailboxes for CRM users fail to pass the mailbox enabling tests. The mailboxes are currently all under the exchange server profile, which I believe isn't configured correctly.
Would the outlook client send CRM-tracked emails if the mailboxes are under the SMTP server profile, assuming that that profile works?
Should outlook client be connected to the exchange server profile as best practice or to gain certain features? What exchange server configurations are necessary to get that working? Do I need impersonation enabled?
Is Exchange impersonation the only viable way of making this work without having the users manually update their mailbox credentials when they get created since they aren't the same as the CRM credentials?
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