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5I've read Dynamics 365 App for Outlook Part 3-Settings that affect tracking and correlation and various other discussions here and on third-party blogs and websites.
How do I make the CRM Outlook add-in only associate email messages to just the Entity chosen for Set Regarding within the add-in?
If it's the "Related record" aspect of the tracked message, how do I disable CRM's creating Related Record associations?
Set Regarding is the only thing we use the add-in for.
Our CRM installation is not associated with any other organization's.
Scenario:
- Separate government agency employee "Sarah" sends my agency a email about a Case about Contact "Steve".
- Our CRM user "Set Regarding"s the message to that specific Case.
- The "Microsoft Dynamics 365" area is added to the message with the desired "Regarding:" record, but also her Contact as a Related Record.
The result is that the Closed Activities for the Complaint against Steve includes messages that Sarah has sent to us other Cases that have nothing to do with Steve.
How do I stop this from happening?
Thank you.
In case it helps, our Email Configuration Settings are set thus:
Configure email processing
Process Email Using: Microsoft Dynamics 365 Email Router
Configure default synchronization method
Server Profile: [none]
Incoming Email: Microsoft Dynamics 365 for Outlook
Outgoing Email: Server-Sde Synchonization or Email Router
Appointments, Contacts, and Tasks: Microsoft Dynamics 365 for Outlook
Email processing for unapproved user and queues
[both options un-checked]
Configure folder-level tracking and email correlation
[ ] Use folder level tracking...
[√] Use correlation...
[ ] Use tracking token
[ ] Use smart matching
Set tracking options for emails between Microsoft Dynamics 365 users
[√] Track emails....
Set email form options
Use secure frames... [ ] Yes [ X ] No
Allow messages with unresolved... [ X ] Yes [ ] No
Set To, cc, bcc... [ ] Yes [ X ] No
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