Turn off automatic tracking of replies when using Set Regarding

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We use Set Regarding on an email when we send a price to a client via email. Right now, when they reply back with a simple "Thanks" email, it automatically tracks. In order to keep a clean list of major email activity (sent a price, confirmation to move forward, etc), we want to be able to select the email messages that are tracked with the account. Is there a way to disable automatic tracking of replies?

I have viewed this help article, but I don't believe any of the options shown solve our problem.

http://www.microsoft.com/en-us/dynamics/crm-customer-center/set-an-option-to-automatically-track-incoming-outlook-email-in-crm-for-outlook.aspx

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KylieKiser 2,174 on at

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In CRM for Outlook go to the Options -> Email Tab. Here there should be two check boxes. One of these is to "Check incoming e-mail in Outlook and determine whether an e-mail should be linked and saved as a Microsoft Dynamics CRM record". If this is checked it will automatically track replies and emails from leads/contacts/accounts depending on your other settings.

So, if you deselect this check box it should no longer automatically track these replies. All incoming emails will need to be manually tracked.

I hope this helps!

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Community Member on at

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Thank you! That definitely helped. I am curious if this also works for you when you use Set Regarding when you send an email. It is working for me when I use it for an incoming email or when I go back and use Set Regarding for an email I previously sent (like if I go back into my Sent messages and tag something), but I am still getting all replies tracked for those emails the I use Set Regarding for on the initial email.

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Yashaswini 170 on at

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Any solution for this?

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