Automatically track sent folder items with server-side synchronization

When server-side synchronization is enabled for an Microsoft Exchange mailbox within Dynamics 365, items in the Microsoft Exchange Inbox are tracked automatically and created in Dynamics 365 based on acceptance and correlation logic. You can configure this option in Set Personal Options.

Email messages that users send directly from an email client, such as Microsoft Office Outlook, are not tracked automatically. Emails from these email clients won't be created in Dynamics 365.

Enable Tracking for Sent Folder Items

An administrator can configure the OrgDBOrgSettings AutoTrackSentFolderItems, which will enable server-side synchronization to go through emails in the Sent items folder on Microsoft Exchange and automatically track emails to Dynamics 365 by honoring the following email acceptance options in Set Personal Options.

Important

  • This feature is disabled by default and you can enabled with the OrgDBOrgSettings AutoTrackSentFolderItems setting.
  • Enable tracking for sent items is only supported with a Microsoft Exchange mailbox.
  • Accept all email messages: Any email in the mailbox will be tracked to Dynamics 365.

  • Email messages in response to Dynamics 365 email (DEFAULT option): Only email messages in reply to emails which are already present in Dynamics 365 will be tracked.

  • Email messages from Dynamics 365 Leads, Contacts and Accounts: Only email messages that have a matching Lead, Contact or Account within Dynamics 365 will be automatically tracked to Dynamics 365.

  • Email messages from Dynamics 365 records that are email enabled: Email messages sent to records that are email enabled in Dynamics 365 will be tracked.

  • No Email messages: No items will be automatically tracked.

    Screenshot of Personal Options for tracking email