web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to stop Outlook CR...
Microsoft Dynamics CRM (Archived)

How to stop Outlook CRM-Plugin to link everything with the CRM?

(0) ShareShare
ReportReport
Posted on by bernhards 423

How to stop the CRM Plugin from linking everything in the outlook with the CRM? I already deactivated the synchronization in the 365 diagnostic (unchecked everything) but the e-mail messages from our company leader are still getting linked in the CRM. This is not wanted. ONLY if they link it by themselves with the button.

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Rasmus R. Aardal Profile Picture
    Rasmus R. Aardal on at

    Hello,

    What is the behavior set in the user's personal options? Under Personal Options -> Email -> Select the email messages to track in Microsoft Dynamics 365.

    This should not be set to "All emails" unless you want all e-mails to be tracked.

    Regards,

    Rasmus

  • bernhards Profile Picture
    bernhards 423 on at

    Hello Rasmus,

    thanks for your answer. The settings are:

    Personal Options: "Email messages in response to Dynamics 365 email"

    The global system settings:

    - Incoming: Server-side or email router

    - Outgoing: Microsoft Dynamics 365 for Outlook

    - Appointments, Contacts,...: Microsoft Dynamics 365 for Outlook

    Do I need to change the personal option settings to "Email messages from Dynamics 365 records that are email enabled"?

    Regards,

    Bernhard

  • Jay2014 Profile Picture
    Jay2014 on at

    I am investigating the same issue. What i have noticed is that the tracked emails are being created by the "SYSTEM " user - Use Advanced Find and check "CREATED BY". If its the same with you, this is the outlook App because it doesn't stamp tracked emails using the executing user.

    You then need to go to Settings > Dynamics App For Outlook and see if this is not being auto installed for your users.

    That's where i got to with my investigation.. I hope it gets you somewhere, still looking for the solution myself. 

    Is there a way to uninstall the App for all users ? Do you know ?

  • Verified answer
    Srihari Profile Picture
    Srihari 350 on at

    The way to stop Server Side Synchronization to track all your emails is to change the user-level setting as mentioned in one of the comments here. If you want to take the "All email messages" option out of the dropdown altogether, you can use the OrgDBORgSetting "HideTrackAllOption" listed at support.microsoft.com/.../orgdborgsettings-tool-for-microsoft-dynamics-crm

    Srihari

  • bernhards Profile Picture
    bernhards 423 on at

    I'm really sorry for my late response. You can set all settings of the user by using the XrmToolBox. There is a plugin called "User Settings Utility". I changed the setting to "Email messages from CRM records that are email enabled", and hope that no more (untracked) E-Mails will be synced to the CRM. Thanks to all for their help.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans