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Archiving e-mail causes deletion in CRM - Enterprise Vault with CRM 2011 for Outlook Add-In

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Hi,

We see some weird behavior with e-mails that are archived being deleted from CRM, and need to get in contact with someone who can help or can guide me in the right direction.

We have a client where the organization uses Enterprise Vault for mail archiving. This is an add-in to Outlook, combined with the EV's connectors into Exchange etc. The client also has the CRM add-in for Outlook. Some info on the setting: Dynamics CRM 2011 on-premise with UR10, no use of offline mode.

  • We see (as expected) that if you delete a mail in Outlook, the mail stays put in CRM. 
  • We see (also as expected) that untracking a mail in Outlook, a dialog pops up asking if the mail should be deleted or not from CRM.
  • When e-mails are automatically archived, they are deleted from the system, without prompt.

Naturally, on the outside of this, it looks to us like the add-ins are in conflict, and the archiving causes either the untracking behavior, or simply defaults to answering yes. I have confirmed with some colleagues that they see the same behavior in UR11 with the same add-in.

Questions:

  • Is it possible to set the untracking delete default to'No delete'?
  • Is there a known workaround or fix for the coexistence of the CRM + EV add-in?

Thanks!


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