How to Track Outlook Emails in Dynamics 365
Keeping sales communication up to date is one the most important aspects of a salesperson’s job. If your organization uses Dynamics 365 for Sales, you can track emails from clients, vendors, leads, opportunities, etc. right from Outlook and those emails will automatically sync up to the associated record in your Dynamics 365 CRM system. This option is available so long as you have a license of Office 365 that includes the desktop version of Outlook and a license of Dynamics 365 Sales and/or Dynamics 365 Customer Service. Your Partner or administrator will need to make sure your organization is set up to synchronize mailboxes with server-side synchronization and your user will need to have the right security privilege assigned.
How it works
In this example, we’ll track an email to a lead, however you can track the email to any entity in Dynamics 365 including contacts, accounts, service cases, etc.
First, navigate to the email you want to track and click the Dynamics 365 icon.
Once the Dynamics 365 pane opens on the right side of your screen, enter the name of the lead. From the dropdown menu, select the lead’s name. For a moment it will say “Tracking Pending.” Once the email has successfully synced to the dynamics 365 system, you’ll see “Successfully Tracked” with details about the lead you selected.
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