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Dynamics 365 App for Outlook and Users Personal Email Sync Options

  • 1.  Dynamics 365 App for Outlook and Users Personal Email Sync Options

    TOP CONTRIBUTOR
    Posted 6 days ago
    Hello,

    I thought i read somewhere, maybe on a thread here, that with the most recent updates to D365 CE and the Dynamics 365 App for Outlook a User would be required to have their "Select the email messages to track in Microsoft Dynamics 365" set to  "All Email Messages" in order to set regarding a message from a User inbox to a CRM record and have subsequent forwards/replies of that email and have Server Side Sync put that message into CRM and set regarding the same CRM record.

    Does anyone know if the tracking in personal options needs to be "All Email Messages"?  If not, is there any place where MS states a minimum or recommended setting?

    Thank you for your help,



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    Jim Corriveau
    A.W. Chesterton Company
    Groveland MA
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  • 2.  RE: Dynamics 365 App for Outlook and Users Personal Email Sync Options

    TOP CONTRIBUTOR
    Posted 13 hours ago
    Good day,

    Is anyone using the dynamics 365 app for Outlook and what is the Users personal "Track" option set to for the email sync/tacking to work?  Is "All Email Messages" required?

    Thank you,

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    Jim Corriveau
    A.W. Chesterton Company
    Groveland MA
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  • 3.  RE: Dynamics 365 App for Outlook and Users Personal Email Sync Options

    TOP CONTRIBUTOR
    Posted 10 hours ago

    Hi @Jim Corriveau,

    We currently have our users email tracking set to "Email messages in response to Dynamics 365 email" using server-side sync.  We have not experienced any issues currently, but I have not seen the information you are referring to so I cannot comment on that.  Do you have a link to the post or article where you read that by chance?​​​​



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    Ben Edgren
    Solutions Architect - Business Intelligence
    Hufcor, Inc
    Janesville WI
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