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Microsoft Dynamics CRM (Archived)

Outlook email tracking for CRM 2013

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Posted on by

Hello everyone!


The way our current email tracking is setup is this: When a new or received email is opened, and we want the email tracked, we select the track icon and select the account the email is regarding.  Once that is done, the email gets sent.


Here's where our issue lies; when the recipient receives that tracked email and responds to it, their response also triggers an activity creation in CRM, unless they select the "untrack" icon before responding.  This is an issue, because we now have a lot of redundant email activities being created inadvertently by employees who either are not aware of how the system works, or forget to 'untrack' the email.

My question; can we alter the system so that when someone receives a tracked email, the recipient then has to select the "track" icon themselves in order to trigger another activity creation?

Let me know if I need to elaborate on this...

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I have the same question (0)
  • Community Member Profile Picture
    on at

    Have you tried using just 'Set Regard' instead of Track?

  • Community Member Profile Picture
    on at

    Chon

    Yes, I have.  Unfortunately, when I click the "Set Regarding" icon and select an account, the email automatically becomes tracked.  If I untrack it, the Set Regarding field reverts back to None.

  • Community Member Profile Picture
    on at

    Hi Pete,

    In your set personal options -> email tab ,

    may I know what option is selected for tracking on the drop down?

    If it is 'All email messages' then all emails will be tracked, but if 'Accounts, Contacts and Tasks' only those emails will get tracked.

    Hope this helps.

    Thank you!

    Vijay Mani | CRM Support Engineer.

  • mscrmba Profile Picture
    on at

    Hi Pete,

    Along with Vijay's suggestion, you also have the option of:

    Settings> Administration > System Settings > Email, and unselect the option: Track e-mails sent between CRM users as two activities.

  • Community Member Profile Picture
    on at

    Vijay- The "Track" field is greyed out, because we did not check the box preceding that (Check incoming email in Outlook and determine whether email should be linked and saved....).  Regardless, our issue involves the recipient's Outlook automatically tracking a tracked email.  I'm not sure either of those two options would work in this instance.

    Mscrmba: That option has always been unchecked for us, we are still having this issue.

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