If your tracking functionality is either disabled (grayed out) or if Outlook prompts you to say that you have insufficient permissions to track an e-mail, it probably is because the role of the user for which you have logged into the system with, does not have the appropriate permissions.
In order to allow the tracking of e-mails, the user needs to be able to:
1) Create a new activity (Since tracking an E-mail essentially means creating an activity in MS CRM 3.0)
2) Read and Append to queues (For the CRM E-mail Router to read the original e-mail from the CRM mailbox)
Hence, the role that needs tracking permissions shall have the following checked:
1) Create permissions for Activities
2) Read and Append to permissions for Queues
1 comment:
Hi Douglas,
I have the "insufficient permission" problem you described when using "Track in CRM" function in Outlook.
However, looking the the Queue permission setting I don't see the option of applying the access level for "Append". Although I would see key available for change on "Create", "Read", "Write"..etc
I'm using CRM 3.0
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