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I have implemented email tracking within Dynamics/O365.
The one issue I have is, I want to track emails sent/received from Sales staff but not internally sent emails between staff.
I have limited the tracking to only sales staff, but when say, a manager emails sales staff, about vacation days, it is tracked in the crm.
How can I block all company to company emails from being tracked, even if they are on the same email.
thanks
hi
To prevent company to company emails from being tracked, you can apply a filtering rule in your email tracking system. One way to achieve this is by setting up a condition that checks whether the sender and recipient domains are the same. If the domains match, then the email can be considered internal and should not be tracked.
Here's an example of a filter rule that you can use to achieve this in Dynamics/O365:
In the Dynamics/O365 admin center, go to the Exchange admin center.
Click on "mail flow" and then "rules".
Click on the plus sign (+) to create a new rule.
Give your rule a name, such as "Exclude Internal Emails from Tracking".
Under "Apply this rule if", select "The sender..." and choose "Domain is" from the dropdown list. Enter the domain name of your company in the text box.
Under "and" select "The recipient..." and choose "Domain is" from the dropdown list. Enter the domain name of your company in the text box.
Under "Do the following", select "set the message header" and choose "Add a message header" from the dropdown list. Enter a header name, such as "X-ExternalEmail" and set the value to "True".
Save the rule.
With this rule in place, any emails sent between staff within the same domain will have the "X-ExternalEmail" header set to "True". You can then configure your email tracking system to exclude emails with this header value from being tracked.
Note: This method assumes that all internal emails have the same domain name. If your company has multiple domains, you may need to adjust the rule accordingly.
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