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194Hi everyone,
I'm currently in the process of implementing Dynamics 365 for Outlook features, and I’m looking for some advice or insights on a custom email tracking solution. As many of you might know, there are typically three methods to track emails:
- Tracking Token: Adds a random code to emails, which often looks spammy to recipients.
- Folder-Level Tracking: Requires configuration every time a new record is added, meaning multiple setups in both Dynamics 365 Sales and Outlook.
- Smart Matching: Unfortunately, as many have experienced, it’s not as "smart" as advertised.
Given these limitations, we’re exploring a customized approach where emails are automatically tracked when they first enter Dynamics 365 Sales. The idea is to set the "Regarding" field to the account associated with the primary contact on the first interaction. If no account is found, the "Regarding" would remain null.
My Questions:
- Has anyone dealt with a similar scenario where don't have to manually tracking email it still convert into an email activity in D365, and if so, how did you solve it?
- Can Power Automate be used to set the "Regarding" field as described?
- Additionally, is it possible for the Dynamics 365 App for Outlook tool to display the "Regarding" information based on the rule run in D365?
Any advice, suggestions, or examples from your experience would be greatly appreciated!
Thanks in advance!
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