Dynamics 365 App for Outlook

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Posted on by Rachel_PT

Any idea on how to automatically track all emails sent from Exchange using the Dynamics 365 App for Outlook? For some reason, it only tracks automatically the emails I receive.

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Microsoft Dynamics CRM

Dynamics 365 Sales

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Anupam.khasia 170 on at

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Hello @Rachel_PT

Please check your mailbox or queue mailbox settings.

https://learn.microsoft.com/en-us/power-platform/admin/email-message-filtering-correlation

Please mark it as resolved if it helps you.

Thanks

Anupam

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Hamza H 1,807 on at

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To automatically track sent emails from Exchange in Dynamics 365 via the App for Outlook, make sure:

Server-Side Sync is enabled.

Mailbox settings in Dynamics have "Track All Emails" or "Emails in response to Dynamics 365 email" set.

The sent emails are in your "Sent Items" folder, not composed outside Outlook (like on mobile apps not supporting the add-in).

You're not using auto-tracking rules that exclude sent items.

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