Customer Engagement & Dynamics CRM Forum

Tracking from Outlook to CRM as a delegate

  • 1.  Tracking from Outlook to CRM as a delegate

    D365UG/CRMUG ALL STAR
    Posted 8 days ago
    We have ad administrative user who need to track emails on behalf of her manager (one of our executives).  She has access to her mailbox and we have followed all the steps on the link below, but the Dynamics 365 icon is still greyed out and she receives the error:  You cannot perform this action. This add-in scenario is not supported in this folder. Any ideas?

    https://docs.microsoft.com/en-us/dynamics365/outlook-app/enable-delegate-access



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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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