![]() ![]() Untrack an email/appointment using App for OutlookĮmail/Appointment is untracked and Tracked to Dynamics 365 category is removed. The activity record is not deleted from customer engagement apps. Loading App for Outlook on that email will display the tracked status. Server-side synchronization will untrack the item in about 15 minutes. Removal of the Tracked to Dynamics 365 category on an email/appointment The Tracked to Dynamics 365 category is assigned immediately. Track an email/appointment using App for OutlookĮmail/Appointment is tracked. Loading App for Outlook on that item will display the tracked status. Server-side synchronization will sync email/appointment within 15 minutes. ActionĪssign the Tracked to Dynamics 365 category to an email/appointment The following table lists different scenarios of tracking. If you have Dynamics 365 App for Outlook, you can use category-based tracking with App for Outlook. Use category-based tracking with App for Outlook TaskĪssignment of tasks to people that is captured in Outlook will not be synced to customer engagement apps. ![]() However, the corresponding Dynamics 365 apps appointment activity record is not deleted. If an appointment is tracked and is categorized as Tracked to Dynamics, removing the category will untrack the appointment. The appointment will be tracked and synced to customer engagement apps based on server-side synchronization rules. You can track an appointment by assigning it the Tracked to Dynamics 365 category. ![]() This is to allow the Dynamics 365 recipient to track an incoming copy of the email as per the system setting noted They represent the "received" copy of the email. Only emails that match the Dynamics 365 direction code will be automatically categorized when the system setting Track emails sent between Dynamics 365 users as two activities is enabled.įor example, emails which are tracked and sent from Outlook to other Dynamics 365 users will not appear as categorized in the Outlook recipient mailboxes because Server-side synchronization will automatically categorize emails in Dynamics 365 recipient mailboxes if the email being processed has already been tracked into Dynamics by another user or queue recipient of the same email. ![]()
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