{"id":20817,"date":"2019-10-16T11:11:12","date_gmt":"2019-10-16T11:11:12","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=20817"},"modified":"2019-12-10T13:15:43","modified_gmt":"2019-12-10T13:15:43","slug":"track-the-bcc-emails-in-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2019\/10\/track-the-bcc-emails-in-dynamics-365-crm\/","title":{"rendered":"How to Track the BCC emails in Dynamics 365 CRM"},"content":{"rendered":"

Introduction\u00a0 \u00a0\u00a0<\/strong><\/h2>\n

Recently we had a requirement that BCC emails should be received in Dynamics 365 CRM i.e. while sending email if user adds another user as a BCC then email should be received against that user in Dynamics 365 CRM. But only the emails of \u2018To\u2019<\/strong> and \u2018CC\u2019<\/strong> participants gets tracked in Dynamics 365 CRM. So if you want to track BCC emails, then you can achieve the same using Folder Level Tracking<\/strong> feature of Dynamics 365 CRM.<\/p>\n

Folder Level Tracking allows you to specify the folders and all the emails from that folder gets tracked in Dynamics 365 CRM.<\/p>\n

In order to use folder level tracking you need to first enable for folder level tracking in System Settings.<\/p>\n

\"How<\/p>\n

Make sure you have configured email configuration using \u2018Server-Side Synchronization or Email Router<\/strong>\u2019.<\/p>\n

\"How<\/p>\n

Folder level tracking is now enabled. Next, let\u2019s go to Microsoft Outlook and select the Exchange folder for folder level tracking.<\/p>\n

Create a sub-folder inside the Inbox. Now if you select this folder in Folder Level Tracking as exchange folder then all emails from that folder will be tracked in Dynamics 365 CRM.<\/p>\n

\"How<\/p>\n

As we want to track all BCC emails in Dynamics 365 CRM so instead of manually adding each email to \u2018BCC Emails<\/strong>\u2019 folder, we will create one Outlook rule which will move all the incoming BCC emails to \u2018BCC Emails<\/strong>\u2019 folder.<\/p>\n

\"How<\/p>\n

In the outlook rule select condition as \u2018Apply to all messages<\/strong>\u2019 that means rule will be applied to all the incoming emails in outlook. In the exception, select \u201cI\u2019m on the To or CC Line<\/strong>\u201d that means not to move the email to \u2018BCC Emails<\/strong>\u2019 if user email address is in To or CC of email.<\/p>\n

Now in the Dynamics 365 CRM we will select the \u2018BCC Emails<\/strong>\u2019 as the exchange folder.<\/p>\n

\"How<\/p>\n

\"How<\/p>\n

As we want to track BCC Email against user so we have kept regarding as null<\/strong>. If you select particular record as regarding then all the exchange emails gets tracked against that record.<\/p>\n

Now as per our requirement we have added only one folder mapping but you can add up to 25 folder mapping per user.<\/p>\n

This email synchronization runs every 5 minutes.<\/p>\n

Now let\u2019s have a look at the below example:<\/p>\n

1<\/strong>. Create Email and BCC as other user and Send Email.<\/p>\n

\"How<\/p>\n

2<\/strong>. You will see outlook rule gets applied and email is moved to \u2018BCC Emails<\/strong>\u2019 folder.<\/p>\n

\"How<\/p>\n

3<\/strong>. As \u2018BCC Emails<\/strong>\u2019 folder is selected as exchange folder in Folder Level Tracking, the email from BCC Emails<\/strong> folder will be tracked to Dynamics 365 CRM.<\/p>\n

\"How<\/p>\n

Note<\/strong>: – You need to configure folder level tracking and outlook rule manually for each user in Dynamics 365 CRM.<\/p><\/blockquote>\n

Conclusion<\/strong><\/h2>\n

In this way, you can track BCC emails in Dynamics 365 CRM by using Folder Level Tracking feature.<\/p>\n

\"\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Introduction\u00a0 \u00a0\u00a0 Recently we had a requirement that BCC emails should be received in Dynamics 365 CRM i.e. while sending email if user adds another user as a BCC then email should be received against that user in Dynamics 365 CRM. But only the emails of \u2018To\u2019 and \u2018CC\u2019 participants gets tracked in Dynamics 365\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":20827,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,18,19],"tags":[545],"class_list":["post-20817","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-365-v9-2","category-dynamics-crm","tag-dynamics-365-crm"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/20817","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=20817"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/20817\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/20827"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=20817"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=20817"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=20817"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}