Hello,
We recently moved to using Server Side Sync in our CRM 2016 Online environment. We are trying to allow end users to set up their own folder level tracking rules, but currently they get an error when trying to link an Outlook folder with a folder in CRM. As system admin, I do not get this error, so it is obviously a permission error of some kind.
Does anyone know what specific permissions need to be turned on or updated on the user's system role in order for them to be able to set up Folder Level Tracking rules? Right now I temporarily gave a user the System Customizer role and the user is able to set up folder level tracking, but I do not want to give everyone this role. I'd rather simply update their salesperson permissions to include the ones that allow for folder level tracking setup.
Any help would be appreciated.
Thanks!
Bryan