Hi,
I am having an issue with tracking emails in Dynamics 365 CRM. We are currently setting the incoming email under "Set Regarding" to the correct Account and it links perfectly. However my company is also effectively one of our clients and thus just about everyone of these emails are also linking to our company account because it is tying the CC'd individuals that service the account to them being a member of our account.
Example:
Jane Doe from ABC Company emails Eric Anyone from 123 Company (us).
Eric sets the "Set Regarding" to the ABC Company
The Email is now being tracked in the ABC Company, which we want.
But Also it is being tracked in 123 Company because 123 Company has Eric Anyone as a member.
Is there any way for us to have it only track based whomever is "Set Regarding"?