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
Comments
Thanks for posting this item and for those that added votes/comments. A change was made so outgoing emails can be tracked automatically. The AutoTrackSentFolderItems setting mentioned in the following article need to be enabled:Automatically track sent folder items with server-side synchronization - Power Platform | Microsoft DocsSome of you may be aware the AutoTrackSentFolderItems setting was actually introduced in version 8.2.2.0840. However, it required the user was configured to use the Track All setting. More recently this was changed to support each of the tracking options.
Category: Email Management and Outlook Integration
It would be nice to have a personal setting (per mailbox record in Dynamics 365 Sales/Customer Service/Field Service/etc (wouldn't it be nice to have a single name for the application like say Finance&Operations).
Category: Email Management and Outlook Integration
I agree that this is major limitation that should be at the very top of Microsoft's list of issues to address.
Currently, users have to track all outgoing e-mails unless another user happens to be in the "To" or "CC" fields (in which case it is an incomming e-mail for that user). This is confusing and time consuming to most users.
The tracking of outgoing e-mails in response to already tracked conversations should work for other tracking methods too (correlation and smart matching).
Category: Email Management and Outlook Integration
We also have end users who are very dissatisfied with it. There is a simple use case for which this function is very important. If a sales employee writes an email to the customer from CRM and the customer later has questions about the email, the data record has to be searched for in CRM. If the email were automatically tracked, the user could simply open the "Sent items" folder and use the Outlook AddIn.
Category: Email Management and Outlook Integration
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