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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / App for Outlook track ...
Microsoft Dynamics 365 | Integration, Dataverse...
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App for Outlook track emails and appointments automatically

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Posted on by Tume 27

Hello,

I have a problem where some emails and appointments are tracked automatically to Dynamics. Does anyone know how to prevent this?

Br

Tuomas

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    Community Member Profile Picture
    Community Member on at

    Hi Tume,

    Since it is unclear whether you want to prevent all emails and appointments being tracked automatically to Dynamics, or to prevent some specific emails and appointments being tracked to Dynamics, I have two solutions to solve this problem.

     1.Prevent all emails and appointments being tracked automatically to Dynamics.

     Step 1: Go to Settings > Email Configuration. Select Mailboxes.

     Step 2: In My Active Mailboxes, click an enable mailbox you want to prevent be tracking.

     Step 3: Set None to Incoming Email, Outgoing Email and Appointments, Contacts, and Tasks. And then save.

    pastedimage1647827040612v1.png

    2.Prevent some specific emails and appointments being tracked automatically to Dynamics.

    Step 1: Click on the settings symbol in the upper right corner, and then choose Personal Options.

    Step 2: In the Select the email messages to track in Dynamics 365 for Customer Engagement section, in the Track list, select one of the following options.

    pastedimage1647827089596v2.png

    You can refer the following document for more details:

    https://docs.microsoft.com/en-us/dynamics365/outlook-addin/user-guide/set-option-automatically-track-incoming-outlook-email#automatically-track-email-messages

    pastedimage1647827132922v3.png

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