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A customer downloads a brochure from my website... so I create an "OPPORTUNITY" for that "CONTACT" at that "ACCOUNT". I "SET REGARDING" to the "OPPORTUNITY" and then send the email. Soon after, OUTLOOK CATEGORY shows that the sent email has been "TRACKED TO DYNAMICS 365" and the email appears in the "TIMELINE" in Dynamics under that "OPPORTUNITY". (all good so far!)
Then, that customer replies to my email with a question. That reply email is also tracked as evident by both the OUTLOOK CATEGORY showing "TRACKED TO DYNAMICS 365" and this second email appearing in the "TIMELINE" under that "OPPORTUNITY". (still good so far!)
So, I reply to this email and answer my customer's question. I want my reply email tracked as well, however, the tracking chain is broken and I must "SET REGARDING" all over again to the same "OPPORTUNITY" (not good).
Do I need to change a setting? Or am I doing something wrong? If my customer and I go back in forth 10 more times, I want all of the emails in this chain of correspondence tracked automatically to the original "OPPORTUNITY" without having to manually "SET REGARDING" 10 more times. What am I missing?
There is an orgdborgsetting:
If you set this value to true then the issue doesn't happen.
You can download zip from here :
GitHub - seanmcne/OrgDbOrgSettings: This is a utility allowing admins of Dynamics CRM Online & onPrem to edit organization database settings (aka: OrgDBOrgSettings). This allows you to edit your settings without using the command line utility in the KB article documenting "OrgDBOrgSettings." The utility is written using the CRM SDK as a reference and currently all changes and retrieval of settings are done via the CRM's OData Endpoint and is installed via a managed solution containing several webresources and can easily be installed and uninstalled from your CRM environment.
and import the managed solution in dynamics org. Open the managed solution in org and look for this AutoTrackSentFolderItems setting and add the value to true.
This will ensure that a sent item part of tracked email chain is automatically tracked.
Thank you Aditi! We will try this.
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