When an email is tracked through Dynamics 365 App for outlook it does not show track icon against that email Wherein in Dynamics 365 client for outlook we are able to see track icon. In order to check that if email is tracked or not.
Detailed steps:
1. Logged in as a CRM user in OWA or Desktop Outlook
2. To check if email is track,need to open email and click on Dynamics 365 app for outlook icon
3. If email is tracked it will show as track, if not it will give us the option to track
Ask:
User should be able to see an "icon" to know if the email is tracked or not as it shows in Dynamics 365 Client for Outlook
Comments
Yes I agree - we had to roll back to the Outlook plugin as the App is unusable without at least providing the same functionality as the plugin.
This feels like a step backwards.
Category: Email Management and Outlook Integration
** Work Around ** (When I mean work around I mean better than nothing!)
In Outlook you can add a column named "crmLinkState" (without quotes). To do this, go to the View tab, click View Settings button, click Columns , then click New Column. Type crmLinkState as the name. The column Type should be Number. Please also note that "crmLinkState" is case sensitive. The values which now appear in your new column mean the following:
blank - never tracked
0 - means untracked, i.e. it was tracked at some point but not currently
1 - track pending
2 - currently tracked
Now you have the new column in Outlook you can use Conditional Formatting in your View to altar the way a tracked email looks. What I have done is for any email which contains a crmLinkState = 2 than change the font colour to "Teal".
Hopefully this helps anyone else out there who is scratching their head as much as I am.
Moving forward ideally I would like to see all the functionality of the Dynamics 365 Outook Client rolled into the App like multi selecting items to Track and also having it so the app automatically tracks my outgoing replies if they where tracked to begin with. For us automatically tracking the outbound reply is equally as important as tracking the inbound reply as sometimes its the sender who has the last words!
Category: Email Management and Outlook Integration
I retract my last post about it being available, as it won't let me edit. It seems the icon was showing when I had the add-in & app installed side-by-side, even though I had the add-in disabled.
Category: Email Management and Outlook Integration
Please add this functionality. Without this the Dynamics App simply is not worth the switch.
Category: Email Management and Outlook Integration
Keeping track of all the mail messages is always a time consuming job, in the "Good Old Outlook Client" it was VERY easy to see what was tracked and what wasn't, with the APP it is not possible: additional time to loose!!!
Category: Email Management and Outlook Integration
Administrator
Thank you for your feedback. Dynamics 365 App for outlook uses outlook category to identify records tracked in Dynamics 365. Please refer to the following link for more information: Use Outlook category to track appointments and emails
Sincerely,
Naitik Shah
PM, Microsoft.