5

Automatically track emails sent to CRM contacts

Dynamics 365 App for Outlook will automatically check incoming emails and track them if they are from a contact. It is not possible to check outgoing emails and track if they are to a contact. The logic here should be almost identical, checking recipient list for contacts rather than the sender.

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3 Comments

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Category: Email Management and Outlook Integration (260)

STATUS DETAILS
Completed
Ideas Administrator

The option for automatically tracking Sent Items initially only works if a user was configured to track all emails. It was updated to work together with the other personal tracking options:

Automatically track sent folder items with server-side synchronization - Power Platform | Microsoft Docs

5

Allow SSS Incoming email to not promote any messages automatically

As incoming SSS is required for the Dynamics 365 App for Outlook and automatic tracking of incoming email can be a random (for instance an email with "to: a@contoso.com; b@contoso.com; c@contoso.com" will randomly be tracked to any of these three addresses), it would be advantagous to be able to ...

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0 Comments

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Category: Email Management and Outlook Integration (260)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for the feedback. It is possible to configure users to not automatically track any emails. This can be enabled using some different settings documented here:

Default OrgDBOrgSettings for server-side synchronization - Power Platform | Microsoft Docs

SSSForceFilteringMethodForUserMailboxes

HideEmailAutoTrackOptions

You can use one or both of the options mentioned above. There is also another setting named HideTrackAllOption.

5

Dynamics app for Outlook options

The issue is the following: When you track an email regarding a case either in OWA or Outlook using Dynamics app for Outlook the case name is hyperlinked meaning that the case cannot be open directly in Dynamics CRM from the app when click on the name. The following have been tested on versio...

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0 Comments

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Category: Email Management and Outlook Integration (260)

STATUS DETAILS
Needs Votes
5

Tracking Tokens not getting applied to email subject when using CRM App for outlook

Pre req:

Settings > Administration > System Settings > Email > Enable Tracking Token

Configured “CRM App for Outlook”.

Steps

User send an email using outlook and click track button using App for...

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7 Comments

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Category: Email Management and Outlook Integration (260)

STATUS DETAILS
Needs Votes
5

Outlook client for CRM should allow sync'd tasks to indicate regarding account

We use tasks on cases. When the task sync's to outlook the regarding information only includes the case title. It would be helpful if it also including the case account so you could tell who the case was for. Perhaps using the category field in outlook. Then tasks in outlook could be sorte...

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1 Comments

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Category: Email Management and Outlook Integration (260)

STATUS DETAILS
Under Review
4

Archive Emails to

In Dynamics 356 the emails are taking up most of our database storage. There should be some mechanism that old emails and be archived to take up less space or moved to some other storage but still be accessible should you want to go back and check on comms with a customer or client. They cou...

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0 Comments

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Category: Email Management and Outlook Integration (260)

STATUS DETAILS
New
4

Set Regarding (email) should be set against multiple entities, and more than one record in an entity (e.g., an email could be linked to 2 opportunities and an account)

Hi, many Dynamics users including myself would like to have a possibility to set an email regarding against more than one record of an entity (e.g., an email that is linked to more than one Opportunity or an Account) and to more than one entity at a time (e.g., the same email would go on a Tim...

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0 Comments

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Category: Email Management and Outlook Integration (260)

STATUS DETAILS
New
4

Make Dynamics aligned with internal branding

It would be great if we could change the email font to match our company font - currently, the font options are limited and as we cannot use our company font, it makes it unlikely that we will use the send email through Dynamics function. It would be great if we could set a default font and size ...

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0 Comments

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Category: Email Management and Outlook Integration (260)

STATUS DETAILS
New
4

Ignore email tracking recipients when belongs to the company domain

We have defined internal companies with the employees in order to send them internal marketing communications marketing and newsletters. When we track an email, due to the contact person email address is recognized in CRM, the email is linked to this internal company. That means that you are near...

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0 Comments

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Category: Email Management and Outlook Integration (260)

STATUS DETAILS
Needs Votes
4

Track email from a Shared Mailbox using CRM for Outlook

Can you add the ability to track email from a Shared Mailbox using CRM for Outlook. Currently Only items in the default Microsoft Outlook mailbox can be promoted/tracked to Microsoft Dynamics CRM User have to move the email form shared mailbox to his mailbox to be able to track.

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1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (260)

STATUS DETAILS
Needs Votes