Dynamics Community Forum Thread Details

Dynamics 365 for Outlook Add-in Reapplying "Tracked to Dynamics" Category and Removing Custom ones

We are encountering an issue with the Dynamics 365 for Outlook add-in and its automatic categorization process. When new emails come in and are tracked to Dynamics 365, the add-in automatically applies the “Tracked to Dynamics” category to the email, which is the default behavior. However, our user prefers to manage their email organization with custom categories.

Here’s the process they follow:

After the email is tracked, they manually remove the “Tracked to Dynamics” category.
They then add their own categories to the email, as part of their extensive email organization system.

The problem arises when, after some time, the Dynamics 365 Add-in syncs with Dynamics/Exchange. The “Tracked to Dynamics” category is reapplied to emails that had the category manually removed, and it also appears to remove any custom categories the user had added.

Has anyone experienced this issue? Is there a way to prevent the Dynamics 365 add-in from reapplying the “Tracked to Dynamics” category after it’s been removed? Or to prevent it from overriding custom categories?

Any guidance or solutions would be greatly appreciated!

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Microsoft Dynamics CRM

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