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I have per user set the users to server synchronization for incoming and outgoing emails. For the outgoing, so the users are able to send emails from CRM (Email activity from case). But also all the users mails is synced to CRM. I don't wan't that. The only emails that should be synced to CRM is those related to case activities. Ex. if CRM send an email when a task is assigned to another user (The owner). The CRM will send an email from the user that created the task. If the user that's receiving the mail, answers this in outlook, CRM should be able to track that answer. The only method I have found is enable incoming mail in CRM
We don't use outlook integration. So all emails is send/received from CRM. And cases is manually created in CRM.
We can achieve this using user level setting and note that this should be performed on all user accounts.
Settings gear on top right corner => options => In appearing popup select email tab => set track field to "Email messages in response to Dynamics 365 email" option
So only method is doing this on user level? There is no general settings that can be performed?
If this can't be avoided. Is there any option so other users can't see personal emails (besides email that is tracked for the case)?
There is an excellent tool in XRMTOOLBOX which allows the administrator to change the user level settings for multiple users in one go. Hope that can solve your issue.
Thanks. But the setting you are referring to. Isn't that the default setting for the user?
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