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Customer experience | Sales, Customer Insights,...
Answered

How can we see from Outlook if an email has already been tracked ?

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Posted on by 115

Hi all, 

I wonder if it is possible or not to see, from Outlook email display (without cliking on the Dynamics panel), if an email has already been tracked or not in Dynamics. 

Is there an indicator showing that ? 

Thank's 

Laurent.  

  • LuHao Profile Picture
    40,878 on at
    RE: How can we see from Outlook if an email has already been tracked ?

    Hi partner,

    Yes, it only shows if you have followed the email and not the others.

  • Laurent PIGEON Profile Picture
    115 on at
    RE: How can we see from Outlook if an email has already been tracked ?

    Hi Hao,

    Using the email category in Outlook will show if YOU tracked the email you are looking at, but will not show if someone else tracked the same email (e.g. a Copy Dest of the same email).

    In that case, i don't think that the Outllok category would show that the email has been already tracked, ins't it ?

    Thank you.

    Laurent.

  • Laurent PIGEON Profile Picture
    115 on at
    RE: How can we see from Outlook if an email has already been tracked ?

    Hi Hao,

    The Outlook category is the indicator i was looking for.

    Thank you very much.

    Laurent.

  • Verified answer
    LuHao Profile Picture
    40,878 on at
    RE: How can we see from Outlook if an email has already been tracked ?

    Hi partner,

    If you have the Dynamics 365 App for Outlook installed, you can use it to check if it is being tracked. 

    If you use category tracking, you can see if it is being tracked by Tracked to Dynamics 365 category

    2350.PNG

    Please refer to this document for the Dynamics 365 App for Outlook:

    https://docs.microsoft.com/en-us/dynamics365/outlook-app/dynamics-365-app-outlook-user-s-guide

    Please refer to this document for the Outlook category:

    https://docs.microsoft.com/en-us/power-platform/admin/use-outlook-category-track-appointments-emails

    This is a post similar to this theme:

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/262435/how-do-you-know-if-email-is-being-tracked

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