Use Outlook categories to simplify activity tracking in Microsoft Dynamics 365/CRM

January 18 2019

Ever thought of how tracking in Dynamics 365 App for Outlook could be easier? Using "category-based tracking” you can now easily track mail, appointments and tasks by simply setting a category on them in Outlook.

This feature is beneficial as you can select multiple emails, set the category, and the rest of the CRM setup is done for you. You can also provide the same permissions to a delegate and forget about tracking emails, allowing another person to do it on your behalf.

In this article we will go through how to enable category-based tracking in Outlook and assigning a delegate to do it for us.

Prerequisites

  1. Outlook
  2. D365 Customer Engagement
  3. D365 App for Outlook

Implementation

First, we must enable tracking using categories in Dynamics 365. To do this we will use the OrgDbOrgSettings utility, or "organization settings editor”, which allows admins of Dynamics CRM/365 to edit organization database settings without the use of the command line utility. Import the latest managed solution ZIP file, which can be found at https://github.com/seanmcne/OrgDbOrgSettings/releases.

enable_tracking_with_d365_categories

Once you have done this, open the solution and find "TrackCategorizedItems". As shown below, the default value is "false" and the current value is not set.

About Clinton D’Mello

Clinton D’Mello is a Software Engineer who has an interest in Dynamics 365 for Customer Engagement and works in the relevant department in CloudFronts Technologies. Having spent only around an year in Customer Engagement module, due to his deep interest, Clinton has already begun to master this module. He writes several blogs on his learnings and also regularly contributes to the Microsoft Dynamics 365 related forums. Apart from this, Clinton is involved in several crucial projects in Customer Engagement module in CloudFronts.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (CRM, Operations and Financials) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and roadmap, requirements assessments, project implementation, training, migration to post go live managed services and support. CloudFronts’ commenced its operations in the year 2012 to empower organizations around the world, do more with technology.

Check out our customer success story here: https://www.cloudfronts.com/customer-success/

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