Tracking email and automatic record creation – Personal Options in Dynamics 365

Let us have a look at the different options provided in the Email Tab for Tracking and Automatic creation of records. Select Personalization Settings in the Settings icon within the app. Select Email tab within Set Personal Options Dialog box. Select the email messages to track in Microsoft Dynamics 365 option has the following values … Continue reading “Tracking email and automatic record…

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Tracking email and automatic record creation – Personal Options in Dynamics 365

Let us have a look at the different options provided in the Email Tab for Tracking and Automatic creation of records. Also check – https://crmkeeper.com/2020/04/20/dynamics-365-queue-setup-with-shared-mailbox/ Select Personalization Settings in the Settings icon within the app. Select Email tab within Set Personal Options Dialog box. Select the email messages to track in Microsoft Dynamics 365 option…

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