Skip to main content

Notifications

Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

How to stop automatic tracking of email to CRM

Posted on by 395

Hi,

How do stop the automatic tracking of email to CRM ? The current Email tracking setting for user is :

pastedimage1617280177617v2.png

But still the emails are automatically tracked to the contact records.

What I want is is track email manually using the Dynamics 365 App from outlook, when its required and ignore all other email conversation between users (both incoming and outgoing)

I tried all tracking option and I an not able to disable this automatic tracking.

  • amir Profile Picture
    amir 5 on at
    RE: How to stop automatic tracking of email to CRM

    Where can I find the system settings? please... Is this in outlook or in CRM? Thank you.

  • erhan.keskin Profile Picture
    erhan.keskin 2,247 on at
    RE: How to stop automatic tracking of email to CRM

    Glad to hear you sorted that out. Please verify the response if helped.

  • Suggested answer
    MaJo Profile Picture
    MaJo 395 on at
    RE: How to stop automatic tracking of email to CRM

    Thanks Erhan, it worked!!

  • Suggested answer
    MaJo Profile Picture
    MaJo 395 on at
    RE: How to stop automatic tracking of email to CRM

    No it was set to server side synchronisation for both incoming and outgoing. I have now updated it to following values. Hope this works.

    pastedimage1617634909571v1.png

    Thanks,

    Mathew

  • erhan.keskin Profile Picture
    erhan.keskin 2,247 on at
    RE: How to stop automatic tracking of email to CRM

    Hi Mathew,

    Have you also turned of track emails in the system settings?

    Regards,

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans