How do I only track emails sent by CRM

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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?

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Michel van den Brink 4,697 on at

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Hello,

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

Sign into Dynamics 365

Click the gear icon in the top right (next to user name)

Click 'Options'

Switch to 'Email' tab

Change the 'Track' value to the desired setting

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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