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Customer experience | Sales, Customer Insights,...
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Adding an email to Dynamics without Tracking it.

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Posted on by 305

Hi

Is it possible to add an email to Dynamics, using either the Outlook addin or the Outlook Web addin, without tracking the email?

Often we want to store just one email but not track the whole thread (mainly because people tend to chip in on emails with unrelated nonsense). 

Can this be done?

Olly

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

    Hi partner,

    We need to turn off Use correlation in the Configure folder-level tracking and email correlation area of System Settings.

    Go to Advanced Settings > Administration > System Settings, under Email tab, turn off Use correlation in the Configure folder-level tracking.

    pastedimage1583912456120v1.png    pastedimage1583912554634v3.png

    Or in the Power Platform admin center and open environment settings, select Email > Email tracking, in the Configure folder-level tracking and email correlation area, turn on Use correlation.

    pastedimage1583912677514v4.png    pastedimage1583912705984v5.png

    In addition, in the personal settings of D365, under the Email tab, for "Select the email messages to track in Microsoft Dynamics 365", do not select All email messages and Email messages in response to email.

    pastedimage1583912912185v6.png

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