Microsoft intentionally removed full automatic email tracking from Outlook to prevent over tracking email noise , performance issues , privacy risks
that you should also need to take care while you are working on this requirement
What your current settings actually do
Correlation: On ( Enables linking after an email is tracked)
Tracking tokens = Off (Normal for Outlook scenarios)
Smart matching = Off (Prevents heuristic matching)
Folder‑level tracking = On (Only works if folders are configured)
Tracking between people On ( Allows matching via participants)
Why “Set Regarding” is still required
With Dynamics 365 App for Outlook: Emails are NOT tracked by default , Users must explicitly choose:
- Track without regarding, or
- Set Regarding
This applies even when: Correlation is on, Contacts/Accounts exist , Email addresses match
This is expected and correct behavior as per design
What can work for your case and what you can do :
Option 1 : Folder‑Level Tracking (most common)
Best for semi‑automatic tracking.
How it works
Create Outlook folders (e.g. “Tracked – Customers”)
Configure Folder Tracking Rules in Dynamics
Emails moved into those folders are automatically tracked , need little bit user training here as they need to maintain folders in their outlook.
Benefit for this : No user clicks per email
Cons : Requires folder discipline by user
Option 2 : Dynamics 365 email sent from within Dynamics
When users send email from Dynamics:
Correlation works
Replies auto‑track
Conversation threads stay linked
Benefit for this : Best user experience
cons : Does not cover Outlook‑initiated emails
Let us know if you need detail steps to configure these options.
