Enable incoming email and only saved those that are linked to emails end from CRM - privacy issues?

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Posted on by rskadk1

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Hi,

As for now I have enabled outgoing email for all users, so they can send emails from the system. (Serve-Side Sync or Email router). Incoming email is not to none. It's primary used from the case module. And the subject will contain a reference to that case.

However if the receipt are answering the email send from the system its not stored in CRM in email thread linked to the case.

I can enable incoming email and set it to "Serve-Side Sync or Email router". However if I do that all the users personal emails are uploaded to CRM. And they can be found using advanced search. I think this voids some serious privacy issues. We only wan't the replys saved in CRM that are linked to the emails send from CRM.

How can this be done?

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Radu Chiribelea 6,667 on at

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RE: Enable incoming email and only saved those that are linked to emails end from CRM - privacy issues?

Hello,

Yes it can. From the personal options you can chose to track only incoming emails that are replies to actual CRM mails. Please check this blog for further details: blogs.msdn.microsoft.com/.../dynamics-365-app-for-outlook-part-3-settings-that-affect-tracking-and-correlation

Regards,

Radu