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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Emails tracking visibi...
Microsoft Dynamics CRM (Archived)

Emails tracking visibility in Dynamics App for Outlook 365

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Posted on by David Zanobini 15

Hello everybody

I'm new to the community; I've searched for a solution to the following problem but I couldn't find it, so I'm here.

A customer asked for a way to keep collegues informed of email tracking; in my scenario the same email has been sent to two different technician and they want that if one of them track the email in Dynamics 365, the collegue could see it to avoid doing the same.

I've read quite a lot yesterday among documentation and discussions, but I couldn't find a clear answer to the question: does the new App for Outlook solve this problem?

Or else, did anyone find a solution to do that?

Thank you!

David

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I have the same question (0)
  • David Zanobini Profile Picture
    David Zanobini 15 on at

    To explain better, it's not only about tracking but it's more about opening new incidents, creating accounts o contacts.

  • Verified answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,211 on at

    Hi David,

    When you track an email from Outlook/App for Outlook, it will track the email against the CRM record of everybody on the email (either sender or recipients)

    Best Regards,

    Shahbaaz

  • David Zanobini Profile Picture
    David Zanobini 15 on at

    Thanks Shahbaaz, that's what I hoped to hear! :-)

    Do you know if i could find this clearly written in a MS page? I couldn't find it, and since I have to present a solution to a customer it would be better to have an official document from MS... if possible!

  • Verified answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,211 on at

    Hi David,

    Below is the link,

    https://www.linkedin.com/pulse/20140626132823-67048857-dynamics-crm-email-tracking-and-email-duplication

    Thanks,

    Shahbaaz

  • David Zanobini Profile Picture
    David Zanobini 15 on at

    Many thanks, Shahbaaz!

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