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Customer experience | Sales, Customer Insights,...
Suggested answer

Is there a way to set the default personal email tracking settings to No email by default.

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Posted on by 2,165

Hi all,

Quick question. I really hate the personal email tracking settings in Dynamics especially the one where it's got a option to track all email. Most users don't want all their emails tracked in Dynamics when we perform a server side sync for their mailbox. I know I can change their personal track settings using the XRM toolbox but is there a way to set the default personal track settings for any new users in Dynamics to say no emails for example or do we have to do this manually for everyone?

pastedimage1628551604224v1.png

Before server side syncing their emails I don't want to have to remember to manually use the XRM toolbox and set their track settings to no emails. As I could forget or miss someone.

Kind regards,

Mike

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  • RalphE Profile Picture
    25 on at
    RE: Is there a way to set the default personal email tracking settings to No email by default.

    Hi,

    we had similar issue when we have enabled server side sync of emails to dynamics.

    Our users are added to the system as contacts as well, so if a user would e.g. change his personal settings -> email -> All email messages, this very likely would cause emails appearing in the system, which should not appear there.

    We have defined for our company “Email Messages in response to Dynamics 365 email” as the default setting for all users.

    So, we have created a flow which is triggered when a user changes his personal settings about tracking email messages, if the setting does not correspond to our defined default setting, we update the setting (back to our default)

    pastedimage1636717470617v1.png

    1. we use DataVerse Connector “When a row is added, modified or deleted”:

    • Change Type “Modified”

    • Table Name “User Settings” (this is the table the settings are stored)

    • Select Columns “incomingemailfilteringmethod” (to assure flow is only triggered when this is changed)

    pastedimage1636717508205v2.png

    2. we use compose to check the value of the email setting

    • Input = “Incoming Email Filtering Method” (@{triggerOutputs()?['body/incomingemailfilteringmethod']} ) from previous step

    pastedimage1636717522396v3.png

    3. we get the system user which tried to change

    This we use to send a notification to admins, with the corresponding user information

    • Table Name: “User”

    • Row ID: “SystemUserID” from step 1

    pastedimage1636717555708v5.png

    4.  we check if the setting is not our defined default settings

    In our case default setting is “Email Messages in response to Dynamics 365 email”, which corresponds to value “1” of the option set “incomingemailfilteringmethod”. So we check if the new value does not equal “1” ( we use the output of step 2)

    pastedimage1636717574657v6.png

    5. we reset the setting to our default value “Email Messages in response to Dynamics 365 email”

    • Table: “User Settings”

    • Row ID: “SystemUserId” (unique identifier of user settings table, retrieved from step 1)

    • Incoming Email Filtering Method: “Email Messages in response to Dynamics 365 email”

    pastedimage1636717591592v7.png

    pastedimage1636717615831v8.png

    In your case you can reset to "4", this should be "No email messages". But better check using the compose and set the value in your personal options to control.

    Best regards,

    Ralph

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Is there a way to set the default personal email tracking settings to No email by default.

    Hi,

    There is no OOB way. You can try to write a plugin to do this.

    Please refer to this link: Setting Default Personal Settings - Microsoft Dynamics CRM Forum Community Forum

  • MikeC282 Profile Picture
    2,165 on at
    RE: Is there a way to set the default personal email tracking settings to No email by default.

    Thanks bud,

    So I'm aware of this tool in the XRM toolbox and I use it quite a lot to set personal settings. The problem is that it's a manual process. I have to remember to do this. Is there a way to set the default email personal settings for everyone?

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Is there a way to set the default personal email tracking settings to No email by default.

    Hi,

    You can use the XrmToolbox to connect to your CRM and bulk set the default personal track settings to no email messages.

    4061.XRM.png

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