Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How do I only track em...
Microsoft Dynamics CRM (Archived)

How do I only track emails sent by CRM

(0) ShareShare
ReportReport
Posted on by J. O.

I am using server-side sync on D365.  I only want to track email messages sent from CRM that are generated by workflow.  When I deployed to prod it showed EVERY USERS emails which is a huge security risk.   How do I stop this?

*This post is locked for comments

  • Suggested answer
    Michel van den Brink Profile Picture
    Michel van den Brink 4,697 on at
    RE: How do I only track emails sent by CRM

    Hello,

    Every person can configure which emails they want to track in Dynamics 365 automatically, in their personal settings.

    1. Sign into Dynamics 365
    2. Click the gear icon in the top right (next to user name)
    3. Click 'Options'
      dyncomm_5F00_mindsunited_5F00_emailtrackoptions.png
    4. Switch to 'Email' tab
    5. Change the 'Track' value to the desired setting
      dyncomm_5F00_mindsunited_5F00_emailtrackoptions.png

      

    If you would like to change this setting on behalf of other users, I recommend the 'User Settings Utility' that comes as a part of the XrmToolBox
    ( https://www.xrmtoolbox.com/ ) which allows you to bulk edit other users' personal preferences, as long as you are a System Administrator

      

    Hope this helps you. If you have any other questions, please let me know!

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,468 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,289 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans