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What are the configurations to be set in dynamics 365 to track the incoming emails from leads and contacts in CRM
From the top of my head there are two options to do this:
1. The best and easy way would be to Use Outlook Client (if you are using Outlook). This video (www.youtube.com/watch) explains this functionality.
2. You could use the in Built feature (Setting/Email Configuration). The setup seems complicated., but it really isn't when you get the hang of it.
Hope this helps.
I assume you're looking to automatically track emails?
There are three ways to use Microsoft Dynamics 365 and Outlook together:
Dynamics 365 App for Outlook
Dynamics 365 for Outlook
Microsoft Exchange folder tracking
Use Dynamics 365 App for Outlook paired with server-side synchronization to view Microsoft Dynamics 365 data in Outlook and track Outlook records in Microsoft Dynamics 365. You can use Dynamics 365 App for Outlook together with Microsoft Outlook on the web, the Outlook desktop application, or with Outlook mobile. With Dynamics 365 App for Outlook, Customer Engagement apps information appears next to a user’s Outlook email messages or appointments. For example, people can preview information about contacts and leads stored in Customer Engagement apps and add Customer Engagement apps contacts directly from an email message. They can also link email, appointment, and contact records to new or existing Customer Engagement apps records, such as opportunity, account, or case records. To use Dynamics 365 App for Outlook, you must synchronize email with server-side synchronization.
More information can be found here: integrate synchronize your email system
If you synchronize records with server-side synchronization, the process is dynamic and unique for each user’s mailbox. The synchronization algorithm ensures that mailboxes are synced according to dynamic parameters such as the number of email messages and the activity within the mailbox. Normally, email synchronization occurs every 5 minutes. When a mailbox has many email messages, the interval can be reduced dynamically to 2 minutes. If the mailbox is less active, the interval can be increased up to 12 minutes. Generally speaking, you can assume that a mailbox will be synced at least once every 12 minute.
If you're looking to automatically generate leads - then the below link will help.
configure automatic record creation
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