Introducing Outlook category-based tracking in server-side synchronization
Applies to: Dynamics 365 (online) versions 8.2
Allow delegates to track mail and appointment on users’ behalf
If you allow another person to manage your email and calendar by providing them delegate access, the delegate can track your emails and appointments by assigning the “Tracked to Dynamics 365” category.
Track multiple emails and appointments
Select multiple emails and categorize them as “Tracked to Dynamics 365” to track them in Dynamics 365. If you want to perform other tasks like Set Regarding, use Dynamics 365 App for Outlook. You can also set up a rule in Outlook to assign or remove category to automate category assignment.
Track Outlook tasks to Dynamics 365
You can track your Outlook tasks to Dynamics 365 based on server-side synchronization rules by assigning the “Tracked to Dynamics 365” category in Outlook.
Identify tracked emails and appointments in Outlook at a glance
Visually identify email messages and calendar items that are tracked to Dynamics 365 by the presence of the “Tracked to Dynamics 365” Outlook category. If you have Dynamics 365 App for Outlook, you can open the app to view more details on a specific email or appointment.
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