MB-280 · Question #175
Drag and Drop Question You are working with email tracking in the Dynamics App for Outlook. You need to change the row that an email is tracked to. Which three actions should you perform in…
The correct answer is Open the email you need to change tracking on and open the Dynamics 365 pane.; Select Change Regarding from the list of more commands.; Search for the new record in the Set Regarding field and select the appropriate one. Dynamics 365 App for Outlook: Changing Email Tracking The Correct Sequence Step 1: Open the email you need to change tracking on and open the Dynamics 365 pane. This must come first because the Dynamics 365 pane is your gateway to all CRM-related actions within Outlook. Without…
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- Open the email you need to change tracking on and open the Dynamics 365 pane.
- Select Change Regarding from the list of more commands.
- Search for the new record in the Set Regarding field and select the appropriate one.
Explanation
Dynamics 365 App for Outlook: Changing Email Tracking
The Correct Sequence
Step 1: Open the email you need to change tracking on and open the Dynamics 365 pane.
This must come first because the Dynamics 365 pane is your gateway to all CRM-related actions within Outlook. Without opening it, you have no interface to interact with tracked records. The pane loads the current tracking context for that email - showing what record it's currently tracked against.
Step 2: Select Change Regarding from the list of more commands.
Once the pane is open, you navigate to the "more commands" (typically a ... or ellipsis menu) within the pane itself. "Change Regarding" is the specific command that unlocks the ability to reassign the tracking target. This must come before searching, because it's what activates the Set Regarding search field.
Step 3: Search for the new record in the Set Regarding field and select the appropriate one.
Only after triggering "Change Regarding" does the Set Regarding field become available for input. You search for the target record (e.g., an Account, Contact, Opportunity) and select it - completing the re-tracking.
Why the Wrong Options Are Eliminated
| Item | Why It's Wrong |
|---|---|
| "Enable the Change Tracking button in the ribbon" | No such button exists in the Dynamics 365 App for Outlook for this workflow |
| "Select the Set Regarding button" | The Set Regarding button is for initial tracking, not changing existing tracking |
| "Right click on the email and select Change Tracking" | This is not a valid action in the Dynamics 365 App for Outlook |
Common Mistakes
- Confusing "Set Regarding" with "Change Regarding" - "Set Regarding" links an untracked email to a record; "Change Regarding" reassigns an already tracked email.
- Skipping the pane and looking in the Outlook ribbon - The relevant controls live inside the Dynamics 365 pane, not in the native Outlook ribbon.
- Trying to search before invoking "Change Regarding" - The search field isn't active until that command is selected.
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