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Greetings -
I am testing the Dynamics 365 App for Outlook as a replacement to the Outlook Client for CRM we have used in the past.
If I recall, there was an icon that would appear along side an email in the Outlook inbox indicating it was tracked in CRM. I'm not seeing this with the new app. Am I missing something? It was helpful to be able to see at a glance which email records in Outlook were being tracked in CRM.
Thanks.
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Hi - actually there is now a built in mechanism to do something similar to the icons. The product team knew that being able to see which emails are tracked at a glance was important and so they implemented category based tracking - see [View:https://blogs.msdn.microsoft.com/crm/2018/05/02/introducing-outlook-category-based-tracking-in-server-side-synchronization/]
It can also be used to do bulk tracking like you could in the old outlook client as well.
Hope this helps
Yes, but this has to be done for every folder where emails are stored. This workaround is an abomination and that Microsoft didn't include a tracking icon as a functionality for the app shows how pathetic, yet, sadly, powerful Microsoft is.
Hi Paul1204,
The Dynamics 365 App for Outlook does not have an icon to indicate tracked emails by default. However, you can achieve this with conditional formatting to emails in your inbox based on the tracked status in CRM. Read this article to learn how to implement this.
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