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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

EMails marked as 'personal' not routed into CRM

(0) ShareShare
ReportReport
Posted on by 7

When sending EMails to CRM, we are setup so that EMails are routed through outlook, and via forward rule they arrive in a CRM Queue.

I have noticed that when sending EMails via outlook, there is one type of EMail which

 - arrives in the MS Outlook Queue

 - an auto-response is triggered (from MS Outlook)

 - the EMail moves into the FWD box - however, it does not arrive in the CRM Queue.

The EMail which does not arrive when tagged with a sensitivity of PERSONAL

All other sensitivity types arrive. ie.

NORMAL
PRIVATE
CONFIDENTIAL

Any advice which could be offered would be greatly appreciated.

For info: I am using Outlook 2013 and CRM2011

Regards,

Dave Tierney.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    JandostKhoso Profile Picture
    266 on at

    Hi

    This behavior is not only limited to Forward mailbox. If you send any "personal" email the connector ignores tracking the email.

    However, if you track "All emails" instead of emails related to "Contacts and Accounts", the system tracks emails for you. I just tested this in my environment and it worked. I mean I am able to send emails and the solution tracks it by itself.

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…

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