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Suggested answer

Sent Message Tracking between Dynamics CRM and Outlook

Posted on by 3

When sending a response to a client via Dynamics CRM, if tracked, I am able to see it appear in my Sent Messages in Outlook.

However, on the Outlook side of things (stillunder Sent Messages), the tag is not present.

Therefore, when doing my daily updates, I have to search them all up individually on Dynamics to make sure that they are there and being tracked correctly.

I was wondering is anyone else had/noticed this issue, and if there was a quick fix.

  • Suggested answer
    Cui Hao Profile Picture
    Cui Hao on at
    Sent Message Tracking between Dynamics CRM and Outlook
    Hi,

    I suggest you create tickets to ask the product team about this issue, the link is as follows:
    https://learn.microsoft.com/en-us/power-platform/admin/get-help-support

    Best regards,
    Cui Hao
  • MH-26051723-0 Profile Picture
    MH-26051723-0 3 on at
    Sent Message Tracking between Dynamics CRM and Outlook
    Hi Cui,
     
    It does indirectly answer my question. Basically, we were looking for a way to be able to directly access the CRM from the Sent Items, but if you tell me that it's not possible without retracking it, then I suppose it's simply a MS limitation.
     
    Thanks for your help!
  • Cui Hao Profile Picture
    Cui Hao on at
    Sent Message Tracking between Dynamics CRM and Outlook
    Hi,

    Currently, the tracking flag is only visible in your inbox, but you can manually set tracking token on sent emails to confirm that they are tracked correctly.


    After setting it up, you can see the prefixes and special tags you have set up in outlook.


    Afterwards you can also mark it manually in outlook.


    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.If you have further questions, please feel free to contact me.



    Best regards,
    Cui Hao

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