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Customer experience | Sales, Customer Insights,...
Suggested Answer

Exclude internal contacts from email tracking

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Posted on by 6
We want to use Dynamics to send out internal company communications and create journeys etc.

However, when adding all staff as contacts we'd need the ability to turn off email tracking between internal staff contacts. 

Has anyone found a way of doing this?
I have the same question (0)
  • Suggested answer
    CU25070653-0 Profile Picture
    4 on at

    Answered to the wrong question.

  • Suggested answer
    jonasschwarzwaelder Profile Picture
    58 on at

    Hey there,

     

    there’s no built-in “button” to exclude internal contacts, since the system doesn’t distinguish between internal and external recipients. It assumes all emails are external by default.

    The recommended workaround is to use a separate compliance profile for internal communication: Only send internal emails (e.g., announcements, internal newsletters) through this internal compliance profile.

    Configure it with tracking set to “Restricted” and make sure that all internal contacts have opted out / no consent for this profile. This way, emails are delivered internally, but interactions are not tracked and don’t interfere that much with external KPIs. At the same time, contacts can still sign up for external communication (e.g., newsletters). In that case, they’ll use the external compliance profile, where tracking and consent apply just like for any other external audience.

     

    This gives you a clean separation between internal and external communication, fully supported by the standard compliance model.

     

    There are three different options to update or load the consent settings for internal contacts:

     

    1. Using a Marketing List Create a marketing list containing all internal contacts and then load the consent in bulk through the marketing list functionality.

    2. Manual Update Open each contact individually and manually adjust the consent settings for the internal compliance profile.

    3. Bulk Update via Excel or Power Automate Create consent records by uploading data through Excel or by using a Power Automate flow to automate the creation of consent records for internal contacts.

     

    I hope this gives you an idea on how you could solve the internal external differentiation.

  • GL-29071545-0 Profile Picture
    6 on at
    Hi, @jonasschwarzwaelder thanks for the response, apologies, I may not have been too clear in the original post. 

    The issue isn't referring to emails sent via Customer Journeys in Dynamics. Instead, we want to exclude external peer-to-peer emails sent via Outlook from being tracked in Dynamics. 

    So we want to hold internal contacts for inclusion in marketing communications, but do not want to track internal email conversations between colleagues within Dynamics.
     
  • Suggested answer
    Erin Lubben Profile Picture
    75 on at

    Ive encountered this issue with clients using Dynamics 365 Sales and Customer Insights - Journeys, particularly around unintended tracking or exposure of internal email addresses. In general, we recommend not allowing users to create Contact or Lead records with internal (corporate) email domains, unless it's a personal email address. This is due to the risk of email leaks, where internal communications inadvertently get tracked or exposed in CRM records.

    To mitigate this, we've implemented JavaScript on the Contact and Lead forms to prevent users from entering internal domains in the email field. This approach aligns with Microsoft's guidance on using form-level scripting to enforce data validation and business rules. [learn.microsoft.com]

    While this helps reduce risk, it's important to note that there is no foolproof method to completely prevent internal email leaks. Microsoft documentation confirms that email tracking settings can be configured to limit tracking to specific record types or domains, but internal emails may still be tracked if users are also represented as Contacts. [learn.microsoft.com], [community....namics.com]

    For Customer Insights - Journeys, Microsoft emphasizes email best practices, including domain authentication, suppression lists, and sender reputation management to avoid deliverability issues and unintended exposure. However, these mechanisms focus more on external email hygiene than internal data protection. [learn.microsoft.com], [learn.microsoft.com], [learn.microsoft.com]

    Recommendtions:


    • Use JavaScript validation to block internal domains in email fields.

    • Avoid creating Contact or Lead records with internal email addresses.

    • Configure email tracking filters to exclude internal communications where possible. [community....namics.com]

    • Educate users on the implications of tracking internal emails and establish governance policies.

    •  

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