Hi Guys,
Having an issue with my sync from outlook to CRM dynamics. I have asked my IT department for help and they have been unable to find the problem.
Whenever I link an email that I am sending from my outlook, I use the set regarding option to link it to a lead, contact etc. The email is not filtering in to Dynamics. However, if i do the exact same process for setting up an appointment using my outlook calendar, use the set regarding button and link the appointment to a lead then it works fine and it populates into the activity feed on the lead.
I presume I am missing a setting to turn on the sync for my emails from outlook to dynamics but I cant find where I should be turning this on, or maybe it is not a setting and something else needs to be done.
Help required please!!!
Thanks for your help.