Microsoft Dynamics CRM (Archived)

Tracking Email Replies using Server-Side Sync

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Posted on by yleclerc

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Very simple question.

We are using Server-Side Synchronization for both incoming and outgoing emails.

If we send emails from CRM to contacts, are we going to be able to automatically track replies to these emails in CRM? Also, we are trying to do this without using the token.

Right now it seems to be working only for a few users, and not for others. And we are wondering why.

Any help is appreciated!

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Priyesh 7,396 User Group Leader on at

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There's a setting in user's Personal Settings where you select among 4 options.

In order to track emails which are replies to emails sent out of CRM, do this:

1. Navigate to Personal Settings

2. Navigate to Email tab and check Track option

I'd recommend to try this for 1 user and see if this is what you're looking for.

Alternatively, if you want to do this to all users at once, you can use XRMToolbox to achieve this without going to each one's personal setting.

Please mark my answer as Verified Answer if this helped you.

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yleclerc 1,549 on at

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Thank you Priyesh,

We tried that. But for some reason, this is working for some users, but not for others.

No one is using the Outlook Client.

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Priyesh 7,396 User Group Leader on at

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Yes, I assume OWA is being used. I'll look for the answer and let you know.

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