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Tracking another user's emails via Outlook

Author Name: Stuart Barrett

Hi

I've just had a call in from our CEO saying that he wants his PA to be able to file his emails into our CRM for him. What's the best way of going about this? I know she has access (thro Outlook) to his email folders and mailbox etc but can she track emails on his behalf? Thoughts and ideas please? When we've tried in the past we just get a message along the lines of 'Only items from default store can be tracked.'

Thanks

Status: Completed

It is possible to use Dynamics 365 App for Outlook in a delegate scenario:

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

Comments
D365Ideas_Admin
Regular Visitor
Status changed to: Under Review
 
D365Ideas_Admin
Regular Visitor
Um, okay I suggest that CRM allow for people to track other user's emails.
D365Ideas_Admin
Regular Visitor
Hi, This site is for product suggestions only. If you have a question, please post it on the forum instead. http://social.microsoft.com/Forums/en/category/dynamics Thanks!
dmartens
Power Apps
Status changed to: Completed

It is possible to use Dynamics 365 App for Outlook in a delegate scenario:

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