CRM email synchronization
There is MS Dynamics CRM 2013 and Exchange 2010 on premises .
The problem is that email sent from CRM web interface is not shown in Outlook "Sent" folder on the user desktop\laptop.
Please advise.
The problem is that email sent from CRM web interface is not shown in Outlook "Sent" folder on the user desktop\laptop.
Please advise.
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Indeed, server side synchronization works and emails are sent. But the way SSS works means that items do not appear in Sent items.
The sent emails are in CRM of course.
If you really need them in sent items, then you need to consider using CRM for Outlook to deliver CRM emails but there are disadvantages such as emails won't get sent if the user didn't have Outlook running.
The sent emails are in CRM of course.
If you really need them in sent items, then you need to consider using CRM for Outlook to deliver CRM emails but there are disadvantages such as emails won't get sent if the user didn't have Outlook running.
ASKER
Is any trick we can do at Exchange side to make messages appears in Outlook "Sent" folder?
Any third party solution you know?
Any third party solution you know?
Interesting idea, but I don't know of any such tricks or add-ons. Sorry :(
Hi,
Whenever you send an email, put your from address to Bcc and create a rule on Exchange to catch if the desired email address is in the Bcc then move the item to the Sent items.
Makes sense?
Whenever you send an email, put your from address to Bcc and create a rule on Exchange to catch if the desired email address is in the Bcc then move the item to the Sent items.
Makes sense?
That is an interesting idea, it does rely on people remembering to complete the bcc field.
Personally, I would push back on the requirement to have emails in sent items. After all the emails are in CRM.
I guess you considered having users send emails in Outlook and using Track?
Personally, I would push back on the requirement to have emails in sent items. After all the emails are in CRM.
I guess you considered having users send emails in Outlook and using Track?
ASKER
I will close the question. Not possible by MS design is the proper answer.
Thanks Feridun.
I will create another question for MS EXchange experts if that is possible to automate on server side.
Using Bcc field require people to remember to do it , also most of reps have no idea where to find that field.
Thanks Feridun.
I will create another question for MS EXchange experts if that is possible to automate on server side.
Using Bcc field require people to remember to do it , also most of reps have no idea where to find that field.
ASKER
Why won't appear in Outlook sent items?
Can you send me a link?
According to link below the Email synchronization should work:
https://technet.microsoft.com/en-us/library/dn531050.aspx