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Dynamics for Outlook App - want only manual syncing

Posted on by 321

Hello!

I just moved my users to the Dynamics for Outlook app last month. We have had several users have emails start auto-tracking in CRM, and they must manually un-sync these emails. Some of them have sensitive information in them, and are not wanted in CRM. How can i adjust our settings so that users who choose to track can see those threads track in CRM, but none are "auto-tracked"?

Thanks!

  • ToniG Profile Picture
    ToniG 321 on at
    RE: Dynamics for Outlook App - want only manual syncing

    Sorry I mis-spoke. They are on the new app, not the deprecated one. I turned off relational tracking. Would that make it a manual sync now?

  • Suggested answer
    Ayaka Iwai Profile Picture
    Ayaka Iwai on at
    RE: Dynamics for Outlook App - want only manual syncing

    I suggest you to use folder-level tracking.

    Please move emails to another folder and please enable folder-level tracking for only folders that you want to track.

    Then, emails in untracked folder won't track automatically.

    Please check the following Docs for the details.

    docs.microsoft.com/.../configure-outlook-exchange-folder-level-tracking

    By the way, Dynamics 365 for Outlook is deprecated.  Please transition to the modern Dynamics 365 App for Outlook before October 1, 2020.

    docs.microsoft.com/.../important-changes-coming

    I hope this is helpful for you. I recommend you to raise a support ticket for further investigation if the issue is not resolved or you need more information about Dynamics mail app.

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