Microsoft Email Tracking - Dynamics ATS User Guide - 1

1. Getting Started
- 1.1. Index
2. Candidates
- 2.1. Create a Candidate Profile
- 2.2. Create Multiple Candidate Profiles
  - 2.2.1. Create Multiple Candidate Profiles from Spreadsheet
  - 2.2.2. Import/Parse From Folder
- 2.3. Update Candidates’ Information
- 2.4. Duplicated Candidates’ Profiles
- 2.5. Candidates’ Information
- 2.6. Send a Message to a Partner Portal User
  - 2.6.1. Send a Message with Contact File to a Partner Portal User
  - 2.6.2. Send a Message with Application File to a Partner Portal User
- 2.7. Send a Message to a Candidate Portal User
  - 2.7.1. Send a File to a Candidate Portal User
- 2.8. Send an Email to a Candidate
  - 2.8.1. Create an Email using Copilot
  - 2.8.2. Create an Email using AI
3. Opportunities (or Jobs)
- 3.1. Creating Jobs
  - 3.1.1. Create a Job Description with AI
    - 3.1.1.1. Create a Job Description from a Template
    - 3.1.1.2. Create a Job Description from a Document
  - 3.1.2. Create interviews questions
- 3.2. Share an Opportunity
- 3.3. View Applications for an Opportunity or Job
  - 3.3.1. View Applications in Kanban View
  - 3.3.2. AI-Generated Applicant Evaluation Summary
- 3.4. Discover automatic suggestions for jobs or opportunities
4. Projects
- 4.1. Create a New Project
- 4.2. Share a Project
- 4.3. Add screening questions to a webform – Projects
- 4.4. View Project Applications
  - 4.4.1. Manage Projects Using Kanban View
5. Applications
- 5.1. Create an Application from Candidate Profile
- 5.2. View Application Information in Kanban Cards
  - 5.2.1. Managing Applications from Kanban Cards
- 5.3. Managing Applications
- 5.4. Invite an Applicant to the Candidate Portal
6. Searching Candidates
- 6.1. Boolean Search
- 6.2. Semantic Search
- 6.3. Advanced Find
- 6.4. Manage results of searches
7. Pools
- 7.1. Create a New Pool
  - 7.1.1. Create a New Pool from a Power Search
  - 7.1.2. Create a New Pool from a candidate list
- 7.2. Add a candidate to a pool
- 7.3. Managing Pools
8. Submissions – Share Pre-Screened Candidates
- 8.1. Create a Submission
  - 8.1.1. Create a Submission from a Candidate Profile
  - 8.1.2. Create a Submission from a Power Search Result
- 8.2. Sharing Pre-Screened Candidates through Hiring Manager Portal
  - 8.2.1. Share an update to the Hiring Manager Portal
- 8.3. View Submissions sent through the Partner Portal
- 8.4. Managing Submissions
9. Placements
- 9.1. Timesheet
- 9.2. Synchronize a Placement with Paylocity
- 9.3. Synchronize a Placement with ADP
- 9.4. Synchronize a Placement with UKG
- 9.5. Synchronize a Placement with UKG Ready
- 9.6. View Placements in Kanban Cards
10. Time & Expense
- 10.1. Set Up the Timesheet Approvers
- 10.2. Timesheet Week & Entry Type Settings
- 10.3. Configure Available Pay Rates
- 10.4. Approve or Reject Time Entries
- 10.5. Submitting and Managing Timesheets in the Candidate Portal
  - 10.5.1. Track Timesheet Approvals and Send Manager Notifications
- 10.6. Submitting and Managing Expenses in the Candidate Portal
11. Candidate Portal
- 11.1. Register to the Candidate Portal
- 11.2. Dashboard
- 11.3. Jobs
- 11.4. My Profile
- 11.5. Time Entry
  - 11.5.1. Approvals
  - 11.5.2. Expenses
- 11.6. Notifications
12. Hiring Manager Portal (or Client Portal)
- 12.1. Create a New Job
- 12.2. Review Jobs
- 12.3. Review the applications
13. Partner Portal
- 13.1. Dashboard
- 13.2. Jobs
  - 13.2.1. Submit a Candidate with a web form
- 13.3. Candidates
  - 13.3.1. Edit candidate’s information
  - 13.3.2. Create a Candidate Profile
- 13.4. Users
  - 13.4.1. Add New User
  - 13.4.2. Download a User File
- 13.5. Applications
- 13.6. Update profile information
- 13.7. Notifications in the Partner Portal
14. Configurations
- 14.1. ATS Users
- 14.2. Super User/ Sys Admin
- 14.3. Microsoft Dynamics Admin
15. Videos
- 15.1. ATS User Videos
- 15.2. Super User / Sys Admin Videos
- 15.3. Microsoft Dynamics Admin

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Microsoft Email Tracking

(Default) Outgoing Emails
1. All emails sent (outgoing) through ATS will be tracked to the timeline
a) All emails sent (outgoing) in Outlook will only be tracked if you manually opt to have that individual email tracked. Click here to learn more about Dynamics 365 App for Outlook Widget.
b) Microsoft Default settings only look at INBOX (incoming) to “auto track” it does not look at SENT “outgoing” I. You can make a global setting change that will also track SENT (outgoing) emails. Check with your global admin for next steps. II. Automatically track sent folder items with server-side synchronization

(Default) Incoming Emails

1. Emails (Incoming) in Outlook will be tracked to dynamics based on your personal settings. See options below. Click here to find personalization settings.
a) All email messages. Tracks all incoming messages. If you select this option, Dynamics 365 apps will track junk mail as well as business conversations, so choose this option carefully.
b) Email messages in response to Dynamics 365 email – Response to any outgoing email sent in ATS
c) Email messages from Dynamics 365 apps Leads, Contacts, and Accounts. Tracks email messages only if they originate from someone with a Dynamics 365 lead, contact, or account record.
d) Email messages from Dynamics 365 records that are email enabled. Tracks email messages from all record types (including custom record types) that contain an email address field.
e) No email messages

14.3.5. Email Configuration

14.3.5.2. Approving emails

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