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ReportWe’re using Microsoft Dynamics 365 (CRM) with Exchange/Outlook integration. When employees register for newsletters or events using a company email (e.g., @company.com), a Contact/Lead is created and all Outlook email communication is automatically tracked in CRM—making internal emails visible to everyone, which we must prevent for privacy/compliance.
So the goal is - to decouple Outlook from CRM only for internal mail while keeping normal external tracking.
Our team thought of 2 possible options:
1) complete preventing from being created in the CRM,
or
2) the contact can be deleted immediately after automatic creation.
So the main question(s):
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Which settings in Dynamics 365/Exchange/App for Outlook can block tracking of internal (same-domain) emails globally? (e.g., server-side sync rules, org/system email settings, mailbox settings, turning off auto-capture for internal domains, etc.)
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What’s the recommended way to exclude our domain from contact/lead creation on form submissions—without blocking the submission—(e.g., domain suppression rules in Customer Insights/Journeys, Power Automate/Dataverse flows, or plugins)?
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If we keep employee records, how do we reliably flag and filter them out of marketing reports/segments and ensure no email messages are synced?
Scale: ~1,800 employees. Thanks for any best practices and/or implementation tips!
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