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Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Remove CRM Tag when sending email from crm and still track

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Posted on by 169

Hi! 

I love the feature to send mails from the CRM and its feature to see openings etc.. However since I removed to CRM tag, replys to my initial mail won t be tracked back to its origin...

pastedimage1588886261695v2.png

Is there a solution to track mails without the CRM tag in the subject line?

Thx!

Best

Leif 

I have the same question (0)
  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi partner,

    Go to System Settings, under Email tab, enable Use correlation to track email conversations.

    pastedimage1588919273750v1.png

    Go to Personalizations Settings, under Email tab, select Track to Email messages in response to Dynamics 365 email.

    pastedimage1588919972155v2.png

    In this way, although emails do not have CRM tags, when you track an email, all previous emails in its conversation series will be tracked.

  • LuHao Profile Picture
    40,892 on at

    Hi partner,

    Please click Yes under "Did this answer your question?" to close this thread.

    Thanks.

  • Leif_23 Profile Picture
    169 on at

    done - super sorry! It worked perfectly!

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