Hi There - We have recently migrated from Google Mail to O365 - and we have been using CRM for a number of years. Moving emails has allowed me to ditch the email router which we used for our CRM queues. I haved switched to server side sync, and the queues are sending and recieving email as expected.
We are also taking the opportunity to bring some of our sales staff into CRM. They will be using the O365 web portal to access their mail. They have both O365 and CRM licenses and I would like them to be able to send email to customers and have the emails tracked in CRM against the relevant lead or contact. This isn't happening. I have set the System Setting to handle email using the server side sync. The Email Server Profile is the default one for Exchange Online. I have set the mailbox of the individuals for 'None' for the incoming email, and Server-Side sync or router for the outgoing email. But when I send an email from the individuals email it will not appear in CRM against the lead. I have also tried the users individual setting to 'Track All Emails', but I would prefer it to be 'Track for Leads,Accounts or Contacts.
Any help would be apprectiated.
Regards
Noel