Tracking emails is essential for maintaining a comprehensive record of customer interactions across the organization. In the Microsoft ecosystem, this refers to automatically creating email activities in Dynamics 365 Customer Engagement when email messages are received in Outlook.
In this article, we present how this works both for the Dynamics 365 admin and for the end-user:
For the Dynamics 365 admin, we present how to set up server-side synchronization between Dynamics 365 and Exchange Server
For Dynamics users, we present how to track Outlook emails to Dynamics 365 Customer Engagement within the new Outlook – although we know this is often a task that users tend to avoid or forget in any version of Outlook.
Read this article in full at the CRM Software Blog: “How to Track Emails to Dynamics 365 with the New Outlook”
By Ana Neto
Software engineer since 1997, she is now a technical advisor for Connecting Software.
Connecting Software is a producer of integration and synchronization software solutions since 2004. We operate globally, and we are also a proud “Top Member”, “Top Blogger” and “Top Profile” at the CRM Software Blog.
Further Reading
Case Studies and Success Stories – Dynamics 365 Success Stories
List of Blog Articles – Dynamics 365 articles
By Ana Neto
Software engineer since 1997, she is now a technical advisor for Connecting Software.
Connecting Software is a producer of integration and synchronization software solutions since 2004. We operate globally, and we are also a proud “Top Member”, “Top Blogger” and “Top Profile” at the CRM Software Blog.
Further Reading
Case Studies and Success Stories – Dynamics 365 Success Stories
List of Blog Articles – Dynamics 365 articles
