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Microsoft Dynamics CRM (Archived)

How do I only track emails sent by CRM

Posted on by 261

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?

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  • 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!

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