Use secure frames to restrict email message content Select this option to create two email activities between Customer Engagement (on-premises) users, one for the sender and one for the recipient. Track email sent between two Dynamics 365 for Customer Engagement apps users as two activities Set tracking options for emails between Dynamics 365 for Customer Engagement apps users More information: Email message filtering and correlation Smart matching isn’t as accurate as tracking tokens or folder-level tracking. Select this check box to use smart matching to correlate email based on the similarity between email messages. Long prefixes or too many prefix changes may cause lost data in history, however. You can configure prefixes and other sections of tracking tokens. If you don’t want to see tokens in Subject lines, however, consider folder-level tracking, which also provides 100% tracking accuracy. Tracking tokens provide 100% tracking accuracy. Select this check box to use tracking tokens and to configure how Customer Engagement (on-premises) displays them in the Subject line of the email messages. If you’re using the Email Router to process email, you can use tracking tokens or smart matching to correlate email activities with related records. More information: Email message filtering and correlation Note: Email correlation using email headers works best when email is processed using server-side synchronization.
This method uses email properties for correlation and is more accurate than smart matching, but less accurate than folder-level tracking or tracking tokens. Select this check box if you want to link email activities with other related records using the information in the email headers. Use correlation to track email conversations More information: Set up server-side synchronization Your organization must synchronize email through server-side synchronization. More information: Track Outlook email by moving it to a tracked Exchange folderįolder-level tracking provides 100% tracking accuracy. Users can set up Exchange tracking folders, and then move messages to those folders to track them automatically on virtually any device.
Use folder-level tracking for Exchange folders (server-side synchronization must be enabled) More information: Approve email.Ĭonfigure folder-level tracking and email correlation Select these check boxes if you want to allow email processing only for users and queues whose email addresses have been approved. Note: You can’t synchronize appointments, contacts, and tasks if you’re synchronizing with a POP3 email server.Įmail processing for unapproved users and queues Select whether you want to use Dynamics 365 for Outlook or server-side synchronization to synchronize appointments, contacts, and tasks between Outlook and Customer Engagement (on-premises). Select whether you want to use Dynamics 365 for Outlook, the Email Router, or server-side synchronization for processing outgoing email. More information: Create forward mailboxes or edit mailboxes Select whether you want to use Dynamics 365 for Outlook, the Email Router, server-side synchronization, or a forward mailbox for processing incoming email. If you’re connecting Customer Engagement apps with Exchange Online, the email server profile is automatically created for you. The email server profile holds the configuration data that enables Customer Engagement (on-premises) to connect to Microsoft Exchange. More information: Integrate your email systemįor any mailbox that is automatically created in Customer Engagement (on-premises) when a user or queue is created, the default email settings as defined in this section will be applied.įor server-side synchronization, select the email server profile that you want to use. server-side synchronization is the preferred synchronization method. Select whether you want to process email by using server-side synchronization or the Email Router. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.įollow the steps in View your user profile.ĭon’t have the correct permissions? Contact your system administrator.
Open the System Settings dialog box (if it isn’t already open) Use the settings on this page to set up email processing in Dynamics 365 Customer Engagement (on-premises).
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