Can emails be tracked automatically in Dynamics 365?

Dynamics 365 can track email automatically, and the setting is configured per user. This choice has implications for both data quality and privacy.

The options

No automatic tracking, with the user choosing each time. Everything from known contacts, providing a comprehensive history. Or only replies to emails that have already been tracked, as a middle ground.

Folder tracking often offers the best balance

With folder tracking, the user moves an email to a specific folder in Outlook, and it is automatically tracked against a selected record. This provides control without having to remember to click a button—a habit that is easy to teach.

Consider privacy

If you enable automatic tracking of everything from known contacts, private or sensitive exchanges will also end up in the CRM, where colleagues can read them. Discuss this with employees before rollout, not after.