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Dynamics 365 Customer Engagement (CRM) · Oct 5, 2017 · 1 MIN READ

Exchange Folder Level Tracking in Dynamics 365

Dynamics 365 supports folder level tracking of exchange folders using server-side sync. We will go through how this works.

In Outlook, create a new folder or view existing folders:

In Email Configuration Settings, select the checkbox:

Then select Settings->Options->Email->Configure Folder Tracking Rules:

You may see the message:

You will see the window. Select your folder for tracking and the regarding record in Dynamics 365:

Emails in the folder will now automatically be tracked in Dynamics 365:

 

Carl de Souza
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Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert

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Carl de Souza
KEEP LEARNING. KEEP BUILDING.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.