Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 general forum
Suggested answer

How to exclude staff from email tracking

Posted on by 25

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 

  • Yousif Ali Profile Picture
    Yousif Ali 62 on at
    How to exclude staff from email tracking
    How to exclude staff from email tracking? When it comes to effective marketing, promotional products are a key strategy. These items, customized with your logo or message, keep your brand visible and memorable. Whether it’s branded pens, tote bags, or printed mugs, promotional products enhance brand recognition and customer loyalty. They are cost-effective, versatile, and leave a lasting impression, making them an essential component of any comprehensive marketing plan.
  • fshaikh Profile Picture
    fshaikh 164 on at
    How to exclude staff from email tracking
    Hi DAnny3211
     
    How to configure your email tracking system to exclude emails with this header value from being tracked? 
    In Dynamics 365 CRM Email Tracking, I haven't seen such setting.
     
     
  • Damien Vince Profile Picture
    Damien Vince 4 on at
    How to exclude staff from email tracking
    It doesn't look like excluding emails being tracked by header is an option in the Dynamics 365 CRM solution. Did you find a solution for this?
     
  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,184 Super User on at
    RE: How to exclude staff from email tracking

    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.

    DAniele

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,914 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,549 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans