Customer Engagement & Dynamics CRM Forum

Outlook plugin displays system views intead of records

  • 1.  Outlook plugin displays system views intead of records

    TOP CONTRIBUTOR
    Posted 23 days ago
    ​I have a user who just recently had to reconnect the Outlook Client plugin (2016 CRM on-prem).  After reconnecting the plugin he had an email that needed to be tracked, but when he clicked the set regarding button, instead of being presented with a lookup to record types, it displays System Views for Accounts.  I had him remove the plugin and reconnect it again and same result.  Has anyone else encounter this before or have any idea of what's causing this behavior?


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    Laura Wagstrom
    Sr. Marketing CRM Analyst
    Colder Products Company
    St. Paul MN
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    Academy - Online Interactive Learning from Experts


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