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Track an email or appointment without linking it to a specific row

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Use Track without Regarding in Dynamics 365 App for Outlook to track an email message or appointment without linking it to a specific row in your app.

  1. Open an email or appointment that you want to associate to a row in your app.

  2. Select Dynamics 365 to open the Dynamics 365 pane.

    Open App for Outlook pane.

  3. Next to Not tracked, select More commands > Track without Regarding.

    Select track without linking the item to a specific row in your app.

  4. The status of the meeting invitation changes to Processing, please wait for both the user and the delegated user. Don't close the Outlook item until the status changes to Track pending. If you close it too early, then the item may not track successfully. Once the email has finished synchronizing in Microsoft Dataverse, the status of the meeting invitation changes to Tracked for both the user and the delegated user.

View the linked item using Track without Regarding in your app

  1. To see the item in your app, next to Tracked regarding, select More commands More commands for tracked regarding. > View in Dynamics 365.

    View the tracked item in Dynamics 365.

  2. The item is created as an email activity in Dynamics 365 and isn't linked to a specific row.

    See the track without regarding item in your app.