Microsoft Idea

Automatically track emails sent to CRM contacts

Pete Axtell on 10/11/2018 10:19:00 PM

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.

STATUS DETAILS

Completed

Administrator on 6/27/2022 10:04:57 PM

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

Comments

RE: Automatically track emails sent to CRM contacts

Chris Ashley on 4/29/2021 10:10:08 PM

Lots of complaints from my users about loss of tracking functionality from previous Outlook Tracker versus new UI Dynamics 365 App for Outlook

Category: Email Management and Outlook Integration

RE: Automatically track emails sent to CRM contacts

Michael Weber on 12/14/2020 9:55:47 PM

Consolidating this idea and other 5 similar ideas in one common entry.
Please feel free to vote the consolidated idea in order to show the joint impact:

Automatically track SENT e-mails via Dynamics 365 App for Outlook if a tracking token already exists
https://experience.dynamics.com/ideas/idea/?ideaid=629d4e9d-563e-eb11-8fed-0003ff68cf42

Category: Email Management and Outlook Integration

RE: Automatically track emails sent to CRM contacts

Michael Weber on 12/14/2020 9:55:21 PM

Category: Email Management and Outlook Integration