Use Outlook categories to simplify activity tracking in Microsoft Dynamics 365/CRM
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
- Outlook
- D365 Customer Engagement
- 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.
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.
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