Your email address will not be published. Save my name, email, and website in this browser for the next time I comment. All other trademarks acknowledged.
October 26, by John Harris. To know how to add these options to track your Outlook email messages, keep on reading… Phase 1: Setting Delivery or Read receipt Once you set delivery receipt, you will be notified that email has been delivered to recipients or not whereas Read receipt is used to alert you that email is opened by respective recipients.
Go to File tab and click on Options followed by Mail Then go down and under Tracking , select Delivery receipt confirming the message was delivered to the recipient's e-mail server or Read receipt confirming the recipient viewed the message check box.
Go to File tab and click on Options Under Tracking , press Use Voting buttons Next, You will see these options Approve;Reject -if you want to get approval on a decision from recipients, then select this option Yes;No — To get final yes or a no. Yes;No;Maybe - This voting option offers recipients a third option. Custom - Even you can create your own custom voting buttons In case, you chose custom option, then go through below mentioned steps to set your own custom buttons Go to Properties and check Use voting buttons checkbox under Voting and Tracking options Then, select default button options or delete the default options Enter the name you want for your custom button and use semicolons to separate the button names Phase 3- Flag a Message You can manage your email messages by flagging option.
Go to message list and open the message for which you want to set a flag. Select Follow Up and then click the type of flag that you want to set. Be sure to check out other great posts relating to Microsft Outlook here.
Your email address will not be published. Notify me of followup comments via e-mail. You can also subscribe without commenting. This site uses Akismet to reduce spam. Learn how your comment data is processed. To track the email message and link it to a particular record in Customer Engagement, on the Home tab, in the Customer Engagement group, click Set Regarding , click More , and then search for the record in the Look Up Record dialog box.
After you find the record you want, click Add. This pane shows that the record is tracked and provides links to related records. More information: Overview of tracking records in Dynamics for Outlook. You can also tell that a record is tracked by looking in the Outlook folder.
To modify the Customer Engagement activity record for example, to change the regarding record , open the email message in Outlook, and then, in the Customer Engagement group, click View in Dynamics apps.
Customer Engagement address book. The address book is installed automatically when Dynamics for Outlook is installed. This makes it possible to search for a Customer Engagement contact from the To field of an email message or appointment when you create it. By default, Dynamics for Outlook only searches for contacts you own.
You can set a personal option to broaden this search. More information: Set address book options in Dynamics for Outlook. To specify whether to track all email messages or only certain types, in the Select the email messages to track in Dynamics for Customer Engagement section, in the Track list, select one of the following options:. All email messages.
Tracks all email messages sent and received related to Customer Engagement email messages. If you select this option, Dynamics apps will track junk mail as well as business conversations, so choose this option carefully.
Email messages in response to Customer Engagement email. Only replies to or forwards of email messages that have already been tracked will be saved as email activities. This is the most common option. Email messages from Dynamics apps Leads, Contacts, and Accounts. Tracks email messages only if they originate from someone with a Dynamics for Customer Engagement lead, contact, or account record. Email messages from Dynamics for Customer Engagement records that are email enabled.
Tracks email messages from all record types including custom record types that contain an email address field.
0コメント