I would like to ask if anyone has done this before and how it was accomplished. I can get Dynamics to track incoming email from leads, contacts, and accounts automatically. The replies are these emails can be tracked automatically if outlook is running and it's set, in the outlook for CRM diagnostic tool, to do automatic email tagging. What I can't get CRM to do is track all outgoing emails automatically sent from outlook that are sent to contacts, leads, and accounts. Obviously my users can click the button to track or set regarding, but we are more interested in this bring automated. My ideal scenario is that emails sent from outlook to a CRM contact etc should automatically be tracked...regardless of whether the user clicked track or set regarding. Incoming emails from CRM contacts should also be tracked without user intervention. Finally email received from or sent to contacts not in CRM should not be tracked. Can CRM do this out of the box? If not, what kind of customization would be needed? If it means a custom plugin written in visual studio I'm ok with that. Our environment is CRM 2015 on prem, server side sync with exchange 2013.
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