![]() You can set up multiple folders that link to the same regarding record. Workaround: (1) do not use rule-based folder routing or (2) do not manually move email from a folder to the Inbox for any email response that you think needs to be tracked. If it has been moved manually or via Outlook rules into a sub-folder within Inbox, it will not be tracked automatically. ![]() For example, create a Contoso folder and set the regarding record to a Contoso account record or opportunity record.Īny email in response to email that has been tracked will only be auto tracked if the response email is in the Inbox folder. If you receive large volumes of email from a particular customer, create a folder (or use an existing folder) just for that customer and link it to a specific record. ![]() If you later want to link an email message in that folder to a specific record, open that activity record, and then fill in the Regarding field. That way, you can drag messages to that folder to track them automatically. If you receive a small volume of email from many different customers, you may want to create a single folder called "Track in Dynamics 365" (or similar name) that isn't linked to a particular record. Whether you set a regarding record for a folder or not depends on how you plan to use the folder: Just drag or move email to a tracked folder to automatically track that email. If your device supports Exchange email, folder tracking will work automatically. Make sure to take advantage of folder tracking on your mobile devices. When you're done adding and linking folders, click Save. Repeat steps 3 and 4 for any additional folders you want to track and (optionally) link to regarding records. If you want to link the folder to a specific record-for example, an account or opportunity-under Regarding Record in Dynamics 365 apps, click the Lookup button, and then search for the record. The maximum number of folders you can track is 25. For example, if you select a folder that includes subfolders, the subfolders aren't tracked unless you specifically select them in this dialog box. Only the folder you select will be tracked. You can only track folders or subfolders inside your Exchange Inbox. In the Folder-Level Tracking dialog box, under Exchange Folder, click + New Folder Mapping, click the down arrow in the box that appears, and then select the folder you want to track. In the Set Personal Options dialog box, click the Email tab, and then under Select the email messages to track in Dynamics 365, click Configure Folder Tracking Rules. In the web app, on the nav bar, click Options. ![]() For admin information about setting up server-side synchronization, see Set up server-side synchronization. If you don't know which synchronization method your organization uses, contact your administrator. Your organization must use server-side synchronization as your email synchronization method. For admin information on enabling tracked folders, see Configure folder-level tracking. For more information, contact your administrator. The tracking folders feature must also be enabled by your administrator. To see folder tracking in action, see the video Folder Level Tracking in CRM Online. For example, set up an Exchange rule that automatically routes email from a Contoso contact to a tracked Contoso folder, which is linked to a specific Contoso opportunity. This makes it easy to automatically route email messages to a particular folder. Tracked folders work with Exchange Inbox rules. ![]()
0 Comments
Leave a Reply. |