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Automatically track SENT e-mails via Dynamics 365 App for Outlook in following common situation:
1. you send an e-mail to a customer via Dynamics 365 for Outlook and manually track it to a record by using "Set regarding"
2. you receive a reply from the customer with the tracking token (this is being tracked automatically)
3. you reply to the customer's reply with the same tracking token
If step 1 and step 2 apply, then the outgoing e-mail in step 3 should be automatically tracked (instead of having to manually track this e-mail again by using "Set regarding" and selecting the same record as in step 1)
Consolidating following 6 similar ideas:
Microsoft Idea · Track outgoing emails automatically using Dynamics 365 app
https://experience.dynamics.com/ideas/idea/?ideaid=7da71d07-1c40-e911-867a-0003ff68cb2d
Microsoft Idea · Automatically track emails sent to CRM contacts (dynamics.com)
https://experience.dynamics.com/ideas/idea/?ideaid=ba3c52f5-3acd-e811-b96f-0003ff68d8c6
Microsoft Idea · Automaticaly track outgoing emails to contacts (dynamics.com)
https://experience.dynamics.com/ideas/idea/?ideaid=a9102f89-b28f-ea11-99e5-0003ff689573
Microsoft Idea · Outgoing emails are not been tracked in CRM when sent from outlook web access (exchange online mailbox) using server side synchronization for CRM 2013 (dynamics.com)
https://experience.dynamics.com/ideas/idea/?ideaid=34a4944a-131a-e611-80e2-c4346badc228
Track Outgoing email in Dynamics App for Outlook o... - Power Platform Community (microsoft.com)
https://powerusers.microsoft.com/t5/Power-Apps-Ideas/Track-Outgoing-email-in-Dynamics-App-for-Outlook-on-MAC/idi-p/225512
Microsoft Idea · Automatically track emails sent to CRM contacts (dynamics.com)
https://experience.dynamics.com/ideas/idea/?ideaid=ba3c52f5-3acd-e811-b96f-0003ff68d8c6
Thank you
1. you send an e-mail to a customer via Dynamics 365 for Outlook and manually track it to a record by using "Set regarding"
2. you receive a reply from the customer with the tracking token (this is being tracked automatically)
3. you reply to the customer's reply with the same tracking token
If step 1 and step 2 apply, then the outgoing e-mail in step 3 should be automatically tracked (instead of having to manually track this e-mail again by using "Set regarding" and selecting the same record as in step 1)
Consolidating following 6 similar ideas:
Microsoft Idea · Track outgoing emails automatically using Dynamics 365 app
https://experience.dynamics.com/ideas/idea/?ideaid=7da71d07-1c40-e911-867a-0003ff68cb2d
Microsoft Idea · Automatically track emails sent to CRM contacts (dynamics.com)
https://experience.dynamics.com/ideas/idea/?ideaid=ba3c52f5-3acd-e811-b96f-0003ff68d8c6
Microsoft Idea · Automaticaly track outgoing emails to contacts (dynamics.com)
https://experience.dynamics.com/ideas/idea/?ideaid=a9102f89-b28f-ea11-99e5-0003ff689573
Microsoft Idea · Outgoing emails are not been tracked in CRM when sent from outlook web access (exchange online mailbox) using server side synchronization for CRM 2013 (dynamics.com)
https://experience.dynamics.com/ideas/idea/?ideaid=34a4944a-131a-e611-80e2-c4346badc228
Track Outgoing email in Dynamics App for Outlook o... - Power Platform Community (microsoft.com)
https://powerusers.microsoft.com/t5/Power-Apps-Ideas/Track-Outgoing-email-in-Dynamics-App-for-Outlook-on-MAC/idi-p/225512
Microsoft Idea · Automatically track emails sent to CRM contacts (dynamics.com)
https://experience.dynamics.com/ideas/idea/?ideaid=ba3c52f5-3acd-e811-b96f-0003ff68d8c6
Thank you
STATUS DETAILS
Completed
Administrator on 5/12/2022 4:39:43 PM
Thanks for this feedback. The feature is available and documented here:
Automatically track sent folder items with server-side synchronization - Power Platform | Microsoft Docs