Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 2 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
Maybe I am missing something.... We have just switched to D365 Sales CRM and I've setup the server side synchronization for email. Everything is working fine and new emails are properly being associated with the contacts. Now I want to add/import my old (pre-dynamics) emails as well so that they are also associated with the contact. I cannot find out how to do this? With the Dynamics App for outlook I can only do one email at the time which does not work. Is there a way to add multiple emails?
You can process old emails by setting the "Process email from" date in email server profile. For this follow the below steps:
Log into CRM-->Advanced setting-->email configuration-->email server profiles-->open the email server profile you are using-->set the below shown field as per your requirement.
Also you can setup folder level tracking and move all your old emails into the tracked folder in outlook.
Please try options given by Soumen also, try steps in the below link.
Thank you! For some reason I could not change the "Process from" date to a date prior to the commencement (which was about 1 month ago). But I was able to implement the folder level tracking which did the trick. One more 'important' question: are these emails mapped to Dynamics or are they copied? I.e. what happens when a user leaves and we remove their account, are all the emails lost?
Please check the below link for details.
That is excellent, thank you.
Business Applications communities