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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Is there a way to dete...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Is there a way to determine what email messages are tracked in the CRM?

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Posted on by Jason Yeung 16

Hi,

I currently administer a CRM (cloud) that is over the capacity that is allocated and am trying to determine how to clean up the database. I found that the CRM may be tracking emails of our company's employees. I want to determine the employees whose emails are being tracked. This is set in the settings --> Personalized Settings --> Email tab:

pastedimage1631666752737v1.png

I want to generate a list of all the employees that have the "Select the email messages to track in Microsoft Dynamics 365" drop-down not set to "No email messages". (e.g. I eventually want to check which employees should have this set to "No email messages", but currently don't. I was wondering if it's possible to generate this list?

Sincerely,

Jason

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Jason,

    There is a plugin in the XRMtoolbox for this(user settings utility), which can make you set personal settings for all users.

    Download XRM ToolBox. https://www.xrmtoolbox.com/

    After loading all users, you can view current track option for the user when you click it, then you can expand it to select 'No email messages' option.

    pastedimage1631692714870v1.png

     However, it's impossible to generate a list of users that have the "Select the email messages to track in Microsoft Dynamics 365" drop-down not set to "No email messages".

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Jason,

    There is a plugin in the XRMtoolbox for this(user settings utility), which can make you set personal settings for all users.

    Download XRM ToolBox. https://www.xrmtoolbox.com/

    After loading all users, you can view current track option for the user when you click it, then you can expand it to select 'No email messages' option.

    3051.pastedimage1631692714870v1.png

     However, it's impossible to generate a list of users that have the "Select the email messages to track in Microsoft Dynamics 365" drop-down not set to "No email messages".

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