I'm working on setting up Automatic Email Tracking using the Outlook plugin for my organization. However, it seems the automatic tracking defaults to the Contact record. Is there a way to change this default to the Account record instead? We'd prefer to have emails automatically assign themselves to Accounts rather than Contacts in the system.
This is actually available as a configurable option via OrgDbOrgSettings. The setting name is SetRegardingLookupDefaultEntityType. More information on OrgDbOrgSettings can be found at support.microsoft.com/.../orgdborgsettings-tool-for-microsoft-dynamics-crm, and a great solution to help easily modify these settings can be found at github.com/.../OrgDbOrgSettings.
Thank you for using the Microsoft Dynamics 365 Communities,
Erik Hagen
Support Escalation Engineer
Microsoft Dynamics 365
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