- Enable the OrgDbOrgSetting TrackCategorizedItems.
- Within 15 minutes, all users will see a new category in Outlook, “Tracked to Dynamics 365”
- 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).