Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I wanting to know if it is possible for emails from outlook to be manually selected and directed to the correct: Contact, Opportunity, Account. We have a very complicated customer interaction and have had difficulty in the past with our CRM tracking emails in all the leads that has that person connected to it. We work with Architects, General contractors and Installers on large projects and we need to track the correspondence but we can't have emails from different leads getting mixed up when the different contacts are working on more than one project.
This is why we would really like to be able to manually select which emails are going to the correct lead, or opportunity and I would like to know how that is possible?
Thank you in advance for the help!
Do you want to disable automatic tracking of emails from Outlook, only allow manual tracking?
As far as I know, this is impossible.
Automatic tracking and manual tracking cannot be disabled at the same time.
Yes, I believe our customer interaction process is too complex for automatic tracking. Could you explain to me about how the manual tracking works. Do you have to select each massage? or if you select the 1st one in a chain of messages will they all connect to the opportunity or lead etc.?
Business Applications communities