This pane shows that the record is tracked and provides links to related records. When you click the Track button or the Set Regarding button, a Dynamics 365 for Customer Engagement pane (also known as the “tracking pane”) appears at the bottom of the email record. After you find the record you want, click Add. To track the email message and link it to a particular record in Customer Engagement, on the Home tab, in the Customer Engagement group, click Set Regarding, click More, and then search for the record in the Look Up Record dialog box. To track the email message without linking it to a particular record in Customer Engagement, on the Home tab, in the Customer Engagement group, click Track. In Dynamics 365 for Outlook, select the email message you want to track. This will make the record easier to find. It’s usually best to link a message to a more specific record, if possible. You can also link the email message to a more specific record, such as a specific account, opportunity, or case. Which records are associated with the email activity?īy default, when you track an email message, Dynamics 365 for Outlook uses the Customer Engagement address book to link the message to Customer Engagement contacts on the To, From, and Bcc lines. You can’t synchronize to or from multiple email addresses. To track email in Dynamics 365 for Outlook, your Outlook email address must match your Customer Engagement email address. More information: Track Outlook email by moving it to a tracked Exchange folder Folder-level tracking is a powerful and intuitive way to track email messages directly from virtually any device. If your organization synchronizes email through server-side synchronization, you can track email automatically by dragging it to a tracked folder. More information: Set an option to automatically track incoming Outlook email in Dynamics 365 for Outlook You can also set an option to automatically track email messages. This gives you the ability to keep your personal email separate from your customer email.
#OUTLOOK FOR MAC TRACKING EMAIL MANUAL#
Tracking email in Dynamics 365 for Outlook is a manual process. Then you, or anyone who has access to your activity records, can view that email message along with all other customer activities in Customer Engagement, Dynamics 365 for Outlook, or on a mobile device. When you track an email message in Dynamics 365 for Outlook, the email is saved as an activity record in Customer Engagement. Create a central repository of your Outlook email communications by “tracking” them in Microsoft Dynamics 365 for Outlook.
To get the most out of Dynamics 365 for Customer Engagement, it’s important to keep track of all your customer interactions, and email communications are key.
Track Outlook email by choosing a button in Dynamics 365 for Outlook
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