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Email Engagement with Outlook App

  • 1.  Email Engagement with Outlook App

    GOLD CONTRIBUTOR
    Posted Aug 12, 2019 05:25 PM
    Hey all,

    does anyone have experience with Email Engagement? We just enabled it and are testing it out and it's working fine when we send emails out of CRM directly:


    However our users typically use Outlook to send emails and then track using the Outlook App. We are following these steps, however I get this error message when tracking in this way:



    My test email went to the same contact as above and both emails appear in the timeline. However the one that was sent via Outlook has the message about being potentially harmful. I am guessing this "blocking" might have something to do with my problem?:



    Any pointers on what may be going wrong and what I can do to fix it?

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    Sissy Bottcher
    Business Process Innovation Specialist
    Dynamics 365 for Sales Enterprise (Online v.9)
    San Diego CA
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    Conference-CRMUG_200x200


  • 2.  RE: Email Engagement with Outlook App

    GOLD CONTRIBUTOR
    Posted Aug 21, 2019 01:30 AM
    It seems that this is a known issue and currently just not working:

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/readme-9#dynamics-365-app-for-outlook

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    Sissy Bottcher
    Business Process Innovation Specialist
    Dynamics 365 for Sales Enterprise (Online v.9)
    San Diego CA
    ------------------------------

    Conference-CRMUG_200x200


  • 3.  RE: Email Engagement with Outlook App

    TOP CONTRIBUTOR
    Posted Aug 21, 2019 09:33 AM
    @Sissy Bottcher - Side note: If you want to remove the pesky message of "This email has been blocked...", then you can use the OrgDbOrgSettings tool. You can check out the information here: https://iiu.dk/2019/06/03/farewell-email-warning/ ​

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    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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    Conference-CRMUG_200x200


  • 4.  RE: Email Engagement with Outlook App

    GOLD CONTRIBUTOR
    Posted Aug 21, 2019 02:11 PM
    Thanks Aaron,

    I had actually seen this article before but ignored it when i read the line "command line script" - since we're online.

    However, now that you pointed it out I re-read the article and I saw that there is a solution available for people like me :D

    Worked like a charm. And guess what? It also seems to have solved my problem above! I sent another test email and was able to follow it this time!

    ------------------------------
    Sissy Bottcher
    Business Process Innovation Specialist
    Dynamics 365 for Sales Enterprise (Online v.9)
    San Diego CA
    ------------------------------

    Conference-CRMUG_200x200


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