Dynamics 2016 电子邮件跟踪忽略外发回复
Dynamics 2016 email tracking ignoring outgoing replies
我们为 Dynamics 2016 内部部署实例设置了服务器端同步，它可以正确发送来自案例的电子邮件，并跟踪来自客户的回复。但是，当内部用户使用 Outlook（没有 CRM 插件）回复时，他们的回复不会被跟踪。这意味着电子邮件对话由初始 "outgoing" 电子邮件组成，随后仅包含传入回复。
完整的场景是：
- 内部用户从 CRM 案例发送电子邮件。 CRM 中跟踪的电子邮件
- 客户回复电子邮件。在 CRM 中跟踪回复并转到内部用户的 Outlook
- 内部用户从他们的 Outlook 发送回复。 CRM 中未跟踪回复
- 客户回复电子邮件。在 CRM 中跟踪回复并转到内部用户的 Outlook
是否可以在不安装 Outlook 加载项的情况下允许在 CRM 中跟踪内部用户的回复（第 3 点）（即它也适用于 Web/mobile 版本的 Outlook）？
根据 Jukka，我相信如果没有 Outlook 客户端，您将无法执行此操作。
Without the CRM Outlook client you can’t get the information into CRM without copy-pasting it from one window to another in the aforementioned scenarios. No synchronization technology will help you here, since CRM is unaware of the item until it has been brought into its world. The “Track” button is a client-side feature that you can’t utilize with any server-side solution, which means there’s no way for a user to select an email, appointment, task or contact from the Exchange server that he or she would like to promote into a record in CRM. Since the the record wasn’t “born in CRM”, it just can’t find its way there.
不得已的办法是使用 Tracking token 进行智能匹配，这在这种情况下可能对您有所帮助。
更新：
客户回复将通过受监控的队列到达 CRM。您可以阅读很多内容并从上面的内容中获得清晰度 link。
Deploying a solution like the CRM 2013 the server-side synchronization will take care of moving items like calendar appointments and contacts back and forth between the end-user client device and the central CRM database, but it only applies to items that already exist in the realm of CRM. What I mean by this is that the item was either originally created directly in the CRM application or it was received via a monitored location like an email queue.
你的期望是对的，应该跟踪。我会用 MS 开票并解决这个问题。
Once the item is in CRM, server-side sync can take care of tracking the subsequent updates to it. A re-scheduled tracked appointment will get updated with the new date, regardless of whether you change the date via CRM or your mobile phone calendar that’s linked to Exchange. An email thread with a tracked message and a tracking token ID injected into the email subject line will have the next replies automatically synchronized into CRM
我已收到我们的 Microsoft 合作伙伴的回复，他们说这种情况不可能发生。按照设计，它只会跟踪传入 CRM 的电子邮件，或者如果从 CRM 内部发送的传出电子邮件。
我们为 Dynamics 2016 内部部署实例设置了服务器端同步，它可以正确发送来自案例的电子邮件，并跟踪来自客户的回复。但是，当内部用户使用 Outlook（没有 CRM 插件）回复时，他们的回复不会被跟踪。这意味着电子邮件对话由初始 "outgoing" 电子邮件组成，随后仅包含传入回复。
完整的场景是：
- 内部用户从 CRM 案例发送电子邮件。 CRM 中跟踪的电子邮件
- 客户回复电子邮件。在 CRM 中跟踪回复并转到内部用户的 Outlook
- 内部用户从他们的 Outlook 发送回复。 CRM 中未跟踪回复
- 客户回复电子邮件。在 CRM 中跟踪回复并转到内部用户的 Outlook
是否可以在不安装 Outlook 加载项的情况下允许在 CRM 中跟踪内部用户的回复（第 3 点）（即它也适用于 Web/mobile 版本的 Outlook）？
根据 Jukka，我相信如果没有 Outlook 客户端，您将无法执行此操作。
Without the CRM Outlook client you can’t get the information into CRM without copy-pasting it from one window to another in the aforementioned scenarios. No synchronization technology will help you here, since CRM is unaware of the item until it has been brought into its world. The “Track” button is a client-side feature that you can’t utilize with any server-side solution, which means there’s no way for a user to select an email, appointment, task or contact from the Exchange server that he or she would like to promote into a record in CRM. Since the the record wasn’t “born in CRM”, it just can’t find its way there.
不得已的办法是使用 Tracking token 进行智能匹配，这在这种情况下可能对您有所帮助。
更新：
客户回复将通过受监控的队列到达 CRM。您可以阅读很多内容并从上面的内容中获得清晰度 link。
Deploying a solution like the CRM 2013 the server-side synchronization will take care of moving items like calendar appointments and contacts back and forth between the end-user client device and the central CRM database, but it only applies to items that already exist in the realm of CRM. What I mean by this is that the item was either originally created directly in the CRM application or it was received via a monitored location like an email queue.
你的期望是对的，应该跟踪。我会用 MS 开票并解决这个问题。
Once the item is in CRM, server-side sync can take care of tracking the subsequent updates to it. A re-scheduled tracked appointment will get updated with the new date, regardless of whether you change the date via CRM or your mobile phone calendar that’s linked to Exchange. An email thread with a tracked message and a tracking token ID injected into the email subject line will have the next replies automatically synchronized into CRM
我已收到我们的 Microsoft 合作伙伴的回复，他们说这种情况不可能发生。按照设计，它只会跟踪传入 CRM 的电子邮件，或者如果从 CRM 内部发送的传出电子邮件。