News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) Email tracking

Microsoft Dynamics CRM (Archived)

Email tracking

(0) Share

Report

Report

Posted on by ara

35

Could someone please tell us how we can achieve the following?

track all incoming/outgoing emails to existing CRM contacts (our CRM contacts are always external to the org - we don't store employees in CRM)
if CRM contact (related to outgoing email TO field) doesn't exist - CREATE the CRM contact using the email address and track the related email to the CRM contact
if CRM contact (related to incoming email FROM field) doesn't exist DO NOT CREATE the CRM contact - ok to track email if the contact already exists (point 1)
do not initiate tracking where all parties (TO/FROM) are within the organization domain

Please describe what / where to configure across Outlook, OWA and CRM.

*This post is locked for comments

All responses Img

All responses (0)

Answers Img

Answers (0)

Helpful resources

News and Announcements

🌸 Community Spring Festival 2025 Challenge 🌸

Quick Links

Leaderboard

#1

André Arnaud de Cal... 293,311 Super User 2025 Season 1

#2

Martin Dráb 232,183 Most Valuable Professional

#3

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans