If I delete Emails from Dynamics CRM which were tracked from Outlook, will that particular Email get deleted in Outlook as well?
Kindly advise. Thanks.
Deleting a tracked email message in Outlook does not delete the email message from Microsoft Dynamics CRM.
Deleting an email message in Microsoft Dynamics CRM does not delete the tracked message from Outlook.
https://www.microsoft.com/en-us/dynamics/crm-customer-center/deleting-records-that-have-been-tracked-with-crm-for-outlook.aspx
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When a case is resolved in Dynamics 365 CRM a mail is triggered notifying customer that case has been resolved. But when customer replies to that same mail that email activity gets attached to a different case which is active. Is it because of tracking number? Can someone explain how this works?
I have the functionality to send an email when the case is created in Dynamics 365 and the regarding is set as the Case which is created.
But in Dynamics 365 App for Outlook, I don't see the regarding field tracked as in the below image:
Set Regarding In Dynamics 365 App For Outlook
Please share your suggestions on this issue.
Usually Tracking is just a clone/copy operation of Outlook object like Email/Appointment to avoid duplicate data entry in Dynamics side. So users will Track or Set Regarding in Outlook to ship that Email/Meeting into Dynamics as an Activity record. In the background, SSS will map the ExchangeId, CRMId for further handshakes. Moreover this is to see all activities in one place like Timeline or Activities view or regarding record.
What you are doing is sending out Email from Dynamics, this is going to be in Dynamics activities view/Timeline under regarding record. But you are not going to get the reverse behavior in Outlook as its not originated there.
Even if you track it again in outlook - it won't recreate in Dynamics. I tested all these in my environment, the same behavior exists.
Further replies/forwards will be auto-tracked like Ankuser said.
Read more: Aaron's Blog series
You will get Tracked when you receive a reply to this email.
For use case Send email from some other user and ask this user to reply back to you in outlook. Once they reply back you will have tracked to particular case.
i try to create a email signature in Dynamics 365 for a team.
when i set the owner of the signature to a team, and try to send an email from the CRM online, and press insert signature. I don't see signature owned by the team?
Did somebody have a solution on that ?
Yes, it can be a stupid question but I cannot validate it as I don't have access to Exchange server.
If I configured Server-Side synchronization in CRM side & then I send email to one of the Contact's email id from Outlook which has doesn't have CRM outlook client installed then would be the outgoing email create an email activity/Sync email in CRM?
I think incoming emails will get synced with CRM server & create email activities as it's server-side synchronization but I really have a doubt on what will happen to outgoing email from Outlook.
I know Dynamics CRM 365 outlook app can sync seamlessly after Server-side sync but I am not sure about this.
I am using Dynamics CRM 2013.
I believe that this is an option that should be set by each user due to privacy.
It can be set by going to the personal options tab then go to the Email tab.
Then set the Track option to track all messages.
I am using ms crm 2013 web client and office 2013. I started mail merge from marketing list which worked fine, I updated the template, and send me the email. Recipient recevied the email, still Ok. But, there is no activity created in CRM. In 2011 I remember seeing a dialog asking to create actrivity in CRM, I did not see any such dialog and neither the actvities are created in CRM.
Read about it being a bug and fixed in SP1 which I have already.
Please help.
If you initiate the Mail Merge process (by clicking the Mail Merge button) from the WEB Client (website) it will not pop the window in Word to create activities in CRM.
You need to use the Outlook Client, navigate to Marketing Lists, then start the Mail Merge. This then has a "connection" back to your CRM database, and it will ask you if you want to generate activities after you click Finish & Print.