A lot of times the business requirement is to only have emails in CRM that users track manually. Therefore there should be an option to fully prevent automatic tracking of emails, while using the Lightweight App for Outlook.
This should be set globally for one CRM organisation, via System Settings or OrgSetting.
Using the Outlook Client is not an option, as this has caused too many problems in the past.
Comments
+1
Category: Email Management and Outlook Integration
Good idea!
Category: Email Management and Outlook Integration
Definitly! Several of our clients has strongly requested this as an option.
Category: Email Management and Outlook Integration
!
Category: Email Management and Outlook Integration
Definitly! Several of our clients has strongly requested this as an option.
Category: Email Management and Outlook Integration
!
Category: Email Management and Outlook Integration
Administrator on 6/27/2022 9:16:30 PM
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.