The following personalization settings is in reference to the Dynamics 365 App for Outlook. Below is a sample screenshot of the app for outlook.
If you do not have this currently available in your Outlook app, but would like to have it added, please submit a Helpdesk ticket with "Enable Dynamics 365 App for Outlook" in the subject line.
1. In Dynamics 365 (https://ahima.crm.dynamics.com/), go to Settings and select Personalization Settings
2. Navigate to the Email tab.
3. Configure the "Select the email messages to track in Microsoft Dynamics 365"
Specify whether to track all email messages or only certain types:
- All email messages. Tracks all email messages related to Customer Engagement email messages. If you select this option, Dynamics 365 apps will track junk mail as well as business conversations..
- Email messages in response to Dynamics 365 email. Only replies to or forwards of email messages that have already been tracked will be saved as email activities. (Recommended)
- Email messages from Dynamics 365 apps Leads, Contacts, and Accounts. Tracks email messages only if they originate from someone with a Dynamics 365 for Customer Engagement lead, contact, or account record.
- Email messages from Dynamics 365 records that are email enabled. Tracks email messages from all record types that contain an email address field.
- No email messages
(Optional) Automatically create contact or lead records for tracked email messages:
4. In the Automatically create records in Dynamics 365 for Customer Engagement section, select the Create check box, and then select Contacts or Leads from the list.
When this check box is selected, Dynamics 365 for Outlook will try to match the email address of recipients to an email address in Customer Engagement. If it can’t find a matching record, it will automatically create a contact or lead record.
| Note: Contact and lead records won’t be created if you don’t have the appropriate security permissions. |
User Resources:
- Basic navigation in App for Outlook
- Track an email or appointment without linking it to a specific row
- Link and track an email or appointment to a specific row in your app
- Overview of tracking records in Dynamics 365 for Outlook
- Create a new contact, lead, or account row using an email address
- Add an activity to a tracked row
- Add an email template
- Insert sales literature or a knowledge base article in an email
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Remove Dynamics 365 App for Outlook
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