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Customer experience | Sales, Customer Insights,...
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Track incoming emails in outlook subfolders

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Posted on by 65

Hi, I have split my Outlook inbox into two subfolders. I have set up two rules that allow moving emails from "Inbox" to one of the two subfolders. If the incoming email present in one of the two subfolders is a reply to an email tracked on dynamics 365, the latter is not automatically tracked (while if the email is in the inbox it works correctly).

Thanks.

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  • petergroft Profile Picture
    90 on at

    In the web app, on the nav bar, click the Options Options button.

    In the Set Personal Options dialog box, click the Email tab, and then under Select, the email messages to track in Dynamics 365, click Configure Folder Tracking Rules.

    In the Folder-Level Tracking dialog box, under Exchange Folder, click + New Folder Mapping, click the down arrow in the box that appears, and then select the folder you want to track.

    If you want to link the folder to a specific record—for example, an account or opportunity—under Regarding Record in Dynamics 365 apps, click the Lookup button graphic., and then search for the record.

    Repeat steps 3 and 4 for any additional folders you want to track and (optionally) link to regarding records.

    When you're done adding and linking folders, click Save.

    Greetings,

    Peter

  • Bilal Ahmed Profile Picture
    270 on at

    Hi Peter,

    i am facing the similar issue, the steps you mentioned in the comment are helpful and it does track the emails in CRM but there is a different challenge with that which i am facing.

    After doing above steps, emails started tracking but it actually tracked all the emails in the folder, also the one which were not intended to track. in our case we wanted to track emails only which are in response to any CRM  email and not all the the emails in that folder. Personal settings are also set as Track "Email in Response to CRM Emails". So the challenge is, any email which lands to that folder get automatically tracked in CRM even if it was a fresh email and not tracked earlier & was not a response to CRM Email.

    Can you please advice any solution for this situation ?

    Thanks in Advance

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