Customer Engagement & Dynamics CRM Forum

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  • 1.  Tracking Emails

    Posted Nov 09, 2021 12:36 PM

    We have an employee that uses our remote app to connect to Salient corporate LAN and is unable to track emails in CRM.  There is a belief that using corporate VPN may solve the issue, however due to security and contractual restrictions we cannot provide her with this app on her device. I believe others are able to use the track email functionality connecting the same way, so we are unsure whether it may be a configuration issue with her device or something else causing her not to be able to track her emails in CRM. Any recommendations?

    Janet Grant
    Manager- Sales Operations
    Salient Management
    Horseheads NY

  • 2.  RE: Tracking Emails

    Posted Nov 10, 2021 08:59 AM
    a few things to check:
    1) ensure the user has the Outlook 365 user role
    2) make sure their mailbox has been activated, approved, tested and enabled in D365
    3) make sure the user has the latest update to the Edge browser (all add-ins use edge)
    4) make sure no group policy's are in the way by your net admin team
    all I can think of for now, good luck!

    Nick Garza
    Calamos Investments
    Naperville IL

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