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Tracking tokens

[Applies to: Microsoft Dynamics CRM 4.0]

If you need increased probability for e-mail identification and matching, the tracking token feature can be used to improve e-mail message tracking. A tracking token is an alphanumeric string generated by Microsoft Dynamics CRM and appended to the end of an e-mail subject line. It matches e-mail activities with e-mail messages.

Tracking tokens can be turned on or off, and configured to be unique for a specific Microsoft Dynamics CRM deployment. This means that an organization with multiple Microsoft Dynamics CRM deployments (such as for departmental use), can configure tracking tokens that are unique to each deployment. To configure tracking tokens, do the following:

  1. At the Microsoft Dynamics CRM main page, click Settings, under Settings click Administration, and then click System Settings.
  2. Click the E-mail tab.

Tracking tokens add an additional correlation component to smart matching. When Microsoft Dynamics CRM generates an outgoing e-mail activity, a resulting e-mail response arriving in the Microsoft Dynamics CRM system is then correlated to the originating activity.

By default, for new installations of Microsoft Dynamics CRM 4.0, the tracking token feature is turned on. The following figure and table show a tracking token and the parts.

Dd979490.32444(en-us,MSDN.10).jpg

Tracking token structure

The following table lists tracking-token parts and descriptions.

Part

Description

Prefix

Configurable. Default value = CRM. This can be unique for an organization or for a particular Microsoft Dynamics CRM deployment in an organization with multiple Microsoft Dynamics CRM deployments. We recommend that different Microsoft Dynamics CRM deployments use unique prefixes.

Online-offline designator

Not configurable. One digit. 0 for Online. 1 for Offline. This part indicates if the user was online or offline when the e-mail activity was created.

ID

Configurable. Default range is 3 digits. This is a numeric identifier for the Microsoft Dynamics CRM user who generated the e-mail activity.

Number

Configurable. Default range is 4 digits. This is a numeric identifier for the e-mail activity (not the individual messages that the activity contains.) If you configure Microsoft Dynamics CRM to generate a token with a four-digit number, it will increment the number through 9999, and then restart the number at 0000. You can use a larger order of digits to reduce the possibility of assigning duplicate tokens to active e-mail threads.

For more information about how to configure the tracking token, see the Microsoft Dynamics CRM Help.


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