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Customer experience | Sales, Customer Insights,...
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Dynamics CRM 365 On Prem using server-side sync, Outlook App (not client for Outlook) and automatic email tracking

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I am using Dynamics 365 on premise with server-side sync instead of the Outlook client and the Outlook App. I have users who want to only track certain emails through the app but not have all inbound emails tracked automatically. Can this automatic inbound tracking be removed but still leave the App functional for tracking?

  • RE: Dynamics CRM 365 On Prem using server-side sync, Outlook App (not client for Outlook) and automatic email tracking

    Hi,

    You can try the settings mentioned in the below community as per your business required. 

    Dynamics 365 Customer Engagement – How to choose System Settings and Personal Options for automatic Email tracking - Microsoft Dynamics CRM Community

    Set personal options in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

    However, if you having CRM version above 8.2 and Exchange 2013 above CU18 you can use App for outlook for manual tracking.

    Regards,

    Venkatesh N

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