Dynamics 365 Automatic Email Tracking

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Emails in Outlook can be automatically tracked in Dynamics 365. To set up email tracking, go to System Settings and select the Email tab:

Here you will see options on how emails will be tracked:

This includes:

  • Folder level tracking. Once rules are set up, exchange folders will automatically track email messages
  • Correlation. Depending on certain conditions, emails will automatically be tracked. There are 2 ways emails can be correlated:
    • Using a tracking token, which is a string in the subject of an email, e.g. CRM:628678. Note you can configure how the tracking token looks
    • Smart Matching. This works by using behind the scenes logic that looks at the to/from, subject and other information to determine if emails should be correlated

Note the user should have incoming mail set to Server-side synchronization or Email Router.

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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