can you be more specific which exact D365 application you use and what requirements need to be setup? Just insert a screenshot.
If you're experiencing an issue in Dynamics 365 Customer Engagement (D365 CE) where Inbox view messages are visible to any users, here are some key areas to troubleshoot:
1) Security Roles & Permissions
- Check if users have read access to the Email entity across the organization (Navigate to Settings > Security > Security Roles, and inspect the roles assigned to users. Ensure that only appropriate roles have access to emails)
2) Email Configuration
- If emails are tracked automatically or manually, they may be set to be visible to all users (Review the email tracking settings under Personal Options > Email and System Settings > Email)
3) "Regarding" Field in emails
- If the email is linked to a record (e.g., a Case or Opportunity), and that record is shared or owned by multiple users, the email may inherit visibility
4) Mailbox configuration
- Check if the mailbox is configured to track incoming emails and whether it's shared across users (Go to Settings > Email Configuration > Mailboxes and inspect the mailbox settings)
5) Activity views
- The Inbox view might be a custom or default view that includes emails not filtered by owner (Modify the view to include filters like "Owner equals current user" or "Regarding equals records owned by current user")
6) Audit Logs and tracing
If the issue persists, consider enabling tracing or audit logs to see how emails are being tracked and shared
Take care to setup all components correctly, to reach your goal.
For further troubleshooting, provide more information.
Rg,
Alexander
*Due to the complex and different possibilities of deploying Dynamics 365 I highly recommend not to setup the application without some expert/partner or support. (For more information contact me under anassl@inno-solutions.info or visit www.inno-solutions.de)
*The Information comes directly from the manufacturer or provider and are validated (not guaranteed) up to date of creation of the posting.
References:
- Microsoft Licensing Guide
- Microsoft Doc`s/Learn
