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Customer experience | Sales, Customer Insights,...
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Pitfalls to tracking outbound emails automatically?

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Posted on by 13

This older thread (https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/271709/tracking-outgoing-email-automatically?pifragment-109352=2#responses) seems to align with exactly where we're at. 

We are now getting requests to be able to track outbound emails automatically if those emails are in part of a previously tracked email thread. We are assuming that we won't be able to alter user behavior/preference and have them manage these emails directly in Dynamics and that they will continue to use the Outlook email client.

Based on reading that thread and some other resources, it looks like it is possible.

https://docs.microsoft.com/en-us/power-platform/admin/environment-database-settings

https://docs.microsoft.com/en-us/power-platform/admin/track-sent-folder-items

Our primary questions at this point are:

1. If we use the "default" option of tracking email messages in response to Dynamics 365 email and the Org settings will we only wind up tracking emails that are connected to email threads that have been designated as "to track". i.e. will we avoid tracking User A's "want to get coffee" email to "user B", even if both users are licensed CRM users?

2. Are we at risk of significant database/file storage bloat by enabling this? I'm guessing there is a risk, but we could minimize it if the answer for question 1 is that we'll be able to avoid tracking the noise emails.

Are we missing other dangers of enabling something Microsoft is not making particularly easy to enable?

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