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ReportHi Community,
Is there a way to prevent emails from being tracked on a specific contact record?
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Hi Community,
Is there a way to prevent emails from being tracked on a specific contact record?
Thanks,
Basically this are the options available for Dynamics in order to track which type of emails being processed in to dynamics.
In Dynamics 365 for Outlook, on the File tab, choose Customer Engagement, and then choose Options.
In the Set Personal Options dialog box, on the Email tab, in the Select how Dynamics 365 for Outlook should integrate email with Dynamics 365 for Customer Engagement section, select the Check incoming email in Outlook and determine whether an email should be linked and saved as a Dynamics 365 for Customer Engagement record option.
To specify whether to track all email messages or only certain types, 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:
All email messages. Tracks all email messages (sent and received) related to Customer Engagement email messages. If you select this option, Dynamics 365 apps will track junk mail as well as business conversations, so choose this option carefully.
Email messages in response to Customer Engagement email. Only replies to or forwards of email messages that have already been tracked will be saved as email activities. This is the most common option.
Email messages from Dynamics 365 apps Leads, Contacts, and Accounts. Tracks email messages only if they originate from someone with a Dynamics 365 for Customer Engagement lead, contact, or account record.
Email messages from Dynamics 365 for Customer Engagement records that are email enabled. Tracks email messages from all record types (including custom record types) that contain an email address field.
Note
Keep in mind that the more you use the same email address for tracking purposes, the less useful it becomes since it will be mapped to many records.
If you want to automatically create contract or lead records for tracked email messages, in the Automatically create records in Dynamics 365 for Customer Engagement section, choose the Create check box, and then choose Contacts or Leads from the list. When this check box is selected, Dynamics 365 for Outlook will try to match the email address of recipients to an email address in Customer Engagement. If it can’t find a matching record, it will automatically create a contact or lead record.
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