Hi,
I've connected our Dynamics CRM instance with our work Gmail account by following the steps outlined at the link below. It works perfectly for outgoing emails, when a user sends an email to a Lead from inside the Lead record or a bulk email by selecting multiple Leads.
https://technet.microsoft.com/en-us/library/mt622063.aspx
However, we would like all replies from that Lead to go into the CRM and be visible inside the Lead record, ideally under Activities/Emails where the whole email thread would be stored with the Lead, all incoming/outgoing emails for that specific email thread.
The Incoming test on the mailbox is successful so I have the correct incoming port and location settings. However, the emails do not appear anywhere in the CRM. They only appear in our user's email inbox.
I have tried selecting / deselecting the tracking options under Email Configuration Settings, as show in this screenshot, but I still cannot get the incoming emails to appear in the CRM Lead record.
What step am I missing?
Do I need to use a Queue for this?
Thanks in advance.
