Thursday, 14 February 2013

Dynamics CRM 2011 Outlook client how to track items on multiple mailboxes stores

I came across this a few times and I don't think it's widely documented, if you want someone to track emails, contacts or other items on other users mailbox, this is possible with CRM client, you can make this possible with two steps and no permissions in AD are needed:

You would normally receive the below error when trying to track an item on other users mailbox:



To make tracking items on other users mailbox possible, you need to access the users items/mailbox, you do this by asking the user to:
  1. First delegate control over the mailbox via the delegate permissions
  2. Secondly by giving you folder permissions so you can expand the items in your Outlook.
  3. Add the user's mailbox to Outlook and you ready to track other users emails, contacts etc..
 Note: The created record owner will be the original users mailbox but the 'Created By' will match the actual person that tracked the record.

Delegate Access
In Outlook go to File > Account Settings > Delegate Access


 





















Search the user in the Address Book > Click Add > and Ok:









Assign the Delegate Permissions:





















Mailbox Folder Permissions
From the folders view, Right-click the Mailbox and select Folder permissions:
 










On the Folder permissions screen you don't have to give Owner permissions you can customize it, what is important is that the user gets permissions to read:






























Now Add the user's Mailbox to your Outlook
On the Folder Permission screenshot above, on the General Tab > click Advanced and you see the below Screenshot.























Use the Add button to Add the Users mailbox by typing the User's Name and click OK, and the mailbox is added to your navigation folders.


Conclusion
And this should be enough to let you track items other users mailboxes. Hope this was useful and happy tracking. :)

13 comments:

  1. Thanks a lot nrodri !!! This was really helpful.
    :)

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    Replies
    1. Hi @ashwaniashwin, Thanks for your comments, I'm glad it help you :)

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  2. Interesting... does this work with CRM2011, Rollup13, Outlook2010?

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  3. Both accounts have to be dynamics CRM active accounts?

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    1. Olá Nuno,
      Does it work with CRM 2011 - Update Rollup 11 Released: October 11, 2012 – Build 5.0.9690.2839?
      Thanks

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    2. Ola, tudo bem?
      With regards if both accounts need to have permissions, I haven't tested in a scenario where 1 account has access and the other doesn't, my test's and configuration have been always done when both users have access to CRM I'll let you know if I test this in future... If you test it please let me know.

      Regarding RU11 yes it works.

      Regards
      Nuno

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    3. Olá Nuno,
      Some emails are being tracked automatically, but the ones that are not, when tracking manually, I receive the error msg "Só os itens no qrquivo predefinido do Microsoft Outlook podem ser promovidos para o Microsoft Dynamics CRM...."
      I tested with both accounts active on dynamics CRM, same problem.
      Any idea?
      Abc
      //Nuno Ferreira

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  4. Hi Nuno,

    very interresting, but does this also work with public folders?

    Cheers

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  5. This comment has been removed by the author.

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  6. Hi,

    I followed the steps above and still getting the same error, any ideas! I did not miss any step.

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  7. still same issue I did followed all the steps.

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