troubleshooting Question

Hide emails, or make them private, for user-to-user messages

Avatar of MorsVitaEst
MorsVitaEstFlag for Greece asked on
Microsoft Dynamics
3 Comments2 Solutions366 ViewsLast Modified:
Currently we are planning on moving our entire email service onto CRM, without allowing anyone except a rare few to send emails direct from Outlook 2007.

The problem we have is that, naturally, all emails sent from CRM are tracked regardless. For private emails from user-to-user (i.e. meetings, salary questions, etc) can all be easily searched using Advanced Find.

As part of the company policy, we also have the Regarding field as compulsory for all sent emails, so that none can be 'lost' in the system, unrelated to any booking.

We want to try to avoid people searching for these private emails. I came up with the suggestion of having an account (i.e. **INTERNAL PRIVATE**) and to somehow disable the history in this account, and that any email regarding this account to be completely hidden from the search. We could also have another **INTERAL PUBLIC** account for all team emails that are not sensitive.

If this is not possible, then any form of simply clicking a radio button on the email itself to prevent it from being searchable by Advanced Find, and to make it private.

I am not the full administrator, and cannot amend any of the underlying code in the CRM, but I can happily pass this information onto people who can do this.

If anyone can come up with some ideas, this would help us immensely.
ASKER CERTIFIED SOLUTION
MorsVitaEst

Our community of experts have been thoroughly vetted for their expertise and industry experience.

Join our community to see this answer!
Unlock 2 Answers and 3 Comments.
Start Free Trial
Learn from the best

Network and collaborate with thousands of CTOs, CISOs, and IT Pros rooting for you and your success.

Andrew Hancock - VMware vExpert
See if this solution works for you by signing up for a 7 day free trial.
Unlock 2 Answers and 3 Comments.
Try for 7 days

”The time we save is the biggest benefit of E-E to our team. What could take multiple guys 2 hours or more each to find is accessed in around 15 minutes on Experts Exchange.

-Mike Kapnisakis, Warner Bros