web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

How do I make an e-mail Private

(0) ShareShare
ReportReport
Posted on by 45

We have our system setup so all e-mails for all employees get auto tracked from outlook 365 to Dynamics 365 so we have e-mail history for all customers that anyone in the company can read. The owner of the company has said that from time to time he will need to send an e-mail as private (such as account information) so no one else can ready it other then the sending person and the receiving person. 

How do we do this ?

Thanks,

Doug Young

I have the same question (0)
  • meelamri Profile Picture
    13,216 User Group Leader on at
  • Suggested answer
    Nya Ng Profile Picture
    185 on at

    Hi,

    You can achieve this through changing the level of tracking.

    1. Go to Personalization Settings – Email and Select the email messages to track in Microsoft Dynamics 365.

     pastedimage1614591320146v1.png

    • All email messages.
    • Email messages in response to Customer Engagement email. ---- replies to or forwards of tracked email messages
    • Email messages from Dynamics 365 apps Leads, Contacts, and Accounts. ---- they originate from someone with a Dynamics 365 for Customer Engagement lead, contact, or account record.
    • Email messages from Dynamics 365 for Customer Engagement records that are email enabled. ---- from all record types that contain an email address field
    • No email messages.

     

    1. The Folder Tracking is also recommended.
    • Go to Settings > Email Configuration > Email Configuration Settings and Tick the option “Use folder-level tracking for Exchange folders (server-side synchronization must be enabled)”

     pastedimage1614591388207v2.png

    • Go to Personalization Settings – Email and Configure Folder Tracking Rules.

    Add the folder which is under the inbox, e.g. test 1.

    The emails in the folder will be tracked no matter which level is select in the step above.

     pastedimage1614591414001v3.png

    • Put the e-mails which need to be tracked into the folder and leave the private e-mails out of it. Then the private ones will not be tracked.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Siv Sagar Profile Picture

Siv Sagar 93 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 76

#3
Martin Dráb Profile Picture

Martin Dráb 64 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans