Set Personal Options - Email
Dynamics 365 allows for personal settings for email tracking.
To manage these, select the Settings icon on the menu bar.
From the dropdown, choose Personalization Settings:
Within the Options, select Email.
We recommend users to only "Track Email messages in response to Dynamics email". This means only emails created in CRM, such as a timeline email from a Case or Opportunity, will be tracked automatically.
Other options:
- Allow other Microsoft Dynamics 365 users to send email on your behalf
- This allows for other users to change the "From" in an email to your email address. Feature is rarely used except in cases where a delegated mailbox is being used.
- Show emails as conversation on Timeline
- Visualizes emails as a tree in the timeline, cascading all subsequent replies below the initial email tracked in Dynamics 365.