Why Category/delegate tracking in Dynamics 365 is important ?

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Why Category/delegate tracking in Dynamics 365 is important ?

Why Category/delegate tracking in Dynamics 365 is important ?

Microsoft set out to bridge the gap between Dynamics 365 App for Outlook, it’s the seed of Dynamics 365 and Outlook integration, and the legacy Outlook add-in Dynamics 365 for Outlook. With the latest release of Dynamics 365 (online) version 8.2, we will show you how to delegate tracking in Dynamics 365.
At the beginning of this year, Microsoft set out to bridge the gap between Dynamics 365 App for Outlook, it’s the seed of Dynamics 365 and Outlook integration, and the legacy Outlook add-in Dynamics 365 for Outlook.

 

With the latest release of Dynamics 365 (online) version 8.2, Microsoft is providing the capability to track emails, appointments, and tasks in Outlook with a special Outlook category enabled through server-side synchronisation. Assigning this special Outlook category can be a daunting task, especially when connecting to email, appointment, or a task in Outlook.

 

Here’s how to set it up:

 

  1. Enable the OrgDbOrgSetting TrackCategorizedItems.
  2. Within 15 minutes, all users will see a new category in Outlook, “Tracked to Dynamics 365”
  3. Users set the category on emails or appointments that they wish to track, and these items will be tracked in Dynamics.

     

Why category tracking is important?

In industries like financial services, professional services, or the higher up the org chart you go in enterprise companies, you will find people whose inbox and calendars are managed by professional assistants. If these people want their activities tracked to Dynamics 365, they have been out of luck without using some complicated workarounds (or sticking with client-side synchronization, which is not optimal, because the delegate activities don’t track if the owner of the calendar isn’t running Outlook and the Outlook client at the time the activity is tracked and because client-side synchronization is gone in version 9 of Dynamics 365).

About the Author

Metisc Metisc

Metisc is a Perth based Dynamics specialist and an Independent Software Vendor providing software and integration services to customer in consumer, corporate, government, education and small to medium businesses.

 

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