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Microsoft Dynamics 365 | Integration, Dataverse...
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How to stop automatic tracking of email to CRM

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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
    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
    2,253 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
    395 on at
    RE: How to stop automatic tracking of email to CRM

    Thanks Erhan, it worked!!

  • Suggested answer
    MaJo Profile Picture
    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
    2,253 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,

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