Public service announcement: we are back from the Merry Year hiatus and straight to tipping. Tracking folders is a cool feature where you can configure an Exchange folder to be a tracked folder and optionally link it to a Dynamics 365 record so that any email landing in that folder will be automatically tracked and […]
Some housekeeping before we dig in. Firstly, the tip is from Mohamed “iProperty” Mostafa but since I was instrumental in rejecting all of his ideas, I’m taking part-credit for it. Secondly, the full title should be Automatically Track All Incoming and Outgoing Email Messages in Dynamics 365 without opening Outlook and across any device :: […]
So you want to use folder tracking, but when you go to “Configure Folder Tracking Rules,” you don’t see any of your folders. Check your security role–on the “Business Management” tab, verify that the role has user-level create, read, write, delete, and append privilege for “Mailbox Auto Tracking Folder.” Also, verify that folder tracking has […]
It’s Friday and it’s video. Derik is here with the second part of the folder-level tracking saga and this time the focus is on end-users. If you are an administrator, make sure you watch the first part. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest […]
Welcome to video Fridays. You’ve heard it. We now even have our own video dude as part of the team: Derik “Foobar” Bormann . We aim to give you something useful in time it takes to consume a cup of coffee or other beverage of your choice. In the break, between your spurs of awesomeness […]
of the