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Microsoft Dynamics CRM (Archived)

E-Mails from CRM not grouping in Outlook Conversations because of Tracking Token

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Hello MS Community

We use CRM for our Customer Support System and we have have certain Workflows which send notfications to users based on case changes.

For example when a User assignes a case to somebody the new owner gets a E-Mail with the Information and a Link to the record.

Or when a new note is created on the ticket the user gets an email. This all works fine.

But now my problem is, for every E-Mail which is sent by a CRM Workflow, there is created a new Outlook Message. The Subject is always the same but outlook can't group the message in the same conversation becasue of the CRM tracking tocken which is added to every E-mail.

I can't disable the tracking token, beacuse then E-Mails with the same Title and customer would not create a new case and would not be correctly appended.

Now my Question is:

Is there a way to disable the CRM Tracking token only from E-Mails which are sent by workflows? 

Or a way in Outlook to tell that outlook can make a conversation based on the subject and just ignore the crm tracking token?

Example:

Email 1, Subject: Problem with Printer CRM001, text: Hello Userxxx assigned you the ticket "Link"

Email 2 Subject: Problem with Printer CRM002, text: Hello Userxxx there is a new note on the ticket "Link"

My Goal is to group these E-Mails in Outlook in a conversation. Either with chaning a setting in Outlook or with modifying crm subjects when E-Mails sent from workflows.

Thanks for your Help and Suggestions


Kind Regards

Joshua Lehmann

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I have the same question (0)
  • Community Member Profile Picture
    on at

    Nobody has an idea?

  • Wayne Walton Profile Picture
    13,730 on at

    You'd have to find a way to solve your problem without tracking tokens, otherwise Outlook won't group those messages.

    Maybe look at changing to smart matching instead?

  • Community Member Profile Picture
    on at

    Hello Wayne

    Thanks for your reply!

    I tried smartmatching and it worked, until we had E-Mails with the same subject & sender, then CRM could not correctly append the E-Mail to case.

    Do you have any idea how I can modify the Smart Matching functionality, so that CRM is able to different to cases with the same title?

  • Wayne Walton Profile Picture
    13,730 on at

    If it's literally the same subject, sender, and recipient, I'm not sure how you could.  Maybe Append in the workflow something unique to the subject yourself, like a date/time the original Case was created?  That would make Smart Matching work, and sort-of work like a tracking token without making more tracking tokens for one case.  

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