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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Untracked e-mail in ti...
Customer experience | Sales, Customer Insights,...
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Untracked e-mail in timeline

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Posted on by Davor S 144

Hi,

How to setup that untracked e-mails are not shown in Timeline of certain entity?

Thnak you in advance

  • Annacs Profile Picture
    Annacs 5 on at
    RE: Untracked e-mail in timeline

    Hi Adrian,

    Thanks, but this is option doesn't seem to be there any longer.

    Any other tips?

  • Paul_Owen Profile Picture
    Paul_Owen 2,027 on at
    RE: Untracked e-mail in timeline

    It’s called email engagement I think and was before the UI. It came as part of what was the Relationship Assistant and is now Sales insights, it’s part of the free part of Sales insights. 

    Regards

    Paul

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Untracked e-mail in timeline

    When did tracked and untracked e-mails in the timeline become a thing?  Was it new with the Unified Client Interface?  Is Dynamics for Outlook necessary to have the e-mails automatically come into the timeline?

  • Paul_Owen Profile Picture
    Paul_Owen 2,027 on at
    RE: Untracked e-mail in timeline

    Hi, a use case would be if you forgot to track it within Outlook, you have the option to do it in Dynamics in case you forgot. Nobody can see those emails except you.

    Regards

    Paul

  • Davor S Profile Picture
    Davor S 144 on at
    RE: Untracked e-mail in timeline

    Thank you, can you please tell me what is the business case why someone would like to see untracked e-mails in Timeline?

    Also, if I select not to see emails that are not tracked in Dynamics 365 will others users see my emails, and what will happen with emails that are currently visible?

  • Suggested answer
    AJ-22040756-0 Profile Picture
    AJ-22040756-0 on at
    RE: Untracked e-mail in timeline

    Hi Partner

    You can select not to see emails that are not tracked in Dynamics 365 at all. If you wish to do that, users can turn them off under their Personal Settings – Options – Emails and click “no” under “Show emails not tracked in Dynamics 365 in the Activities list.

    pastedimage1580183120655v1.png

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,019 Super User 2025 Season 1 on at
    RE: Untracked e-mail in timeline

    Hi Davor S,

    Each user can control the visibility of their untracked emails in Dynamics 365. The "Show emails not tracked in Dynamics 365 in the Activities list." option is enabled by default but can be disabled from a user's personal options.

    071719_5F00_0510_5F00_mb210micros3.png

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