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Users unable to track email after upgrade to V9.1

  • 1.  Users unable to track email after upgrade to V9.1

    TOP CONTRIBUTOR
    Posted 10 days ago
    Our users are not able to track email since hte upgrade, but I can.  I am guessing it might be some type of security role issue as I have a sys admin role.  Anyone else experience this?

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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  • 2.  RE: Users unable to track email after upgrade to V9.1

    TOP CONTRIBUTOR
    Posted 10 days ago
    Ok, I figure out that I need to assign roles to the Dynamics 365 App for Outlook under "My apps".  Hope this helps someone else! :)
    Have a great weekend!
    Laura

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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  • 3.  RE: Users unable to track email after upgrade to V9.1

    Posted 7 days ago
    Where is this setting?  Is it in Security Roles?
    We will be updating to v9 in Production next month.

    Thank you!

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    Barbara Forsman
    MIS
    NebraskaLink
    Lincoln NE
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  • 4.  RE: Users unable to track email after upgrade to V9.1

    Posted 7 days ago
    Barbara,
    This applies if you are using the Dynamics 365 App for Outlook as opposed to Dynamics 365 for Outlook(the add-on).
    To apply the security roles
    1. Go to Setting -> System -> My Apps and you should be able to see Dynamics  365 for Outlook as one of the Apps.
    2. Select the ellipsis on the top right corner of the app and click on Manage roles and then select the roles you want to have access to the App

    Dynamics 365 App for Outlook

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    Edrei Mpanduki
    CRM Technical Analyst
    Fender Musical Instruments Inc
    Scottsdale
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