Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
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 1 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
I am currently trying to set up the ability to save emails from customers into Accounts within Dynamics to have a way to save important messages for other sales representatives to see. I have worked in sales at a different org that used Salesforce previously, and we were just able to click the top right of whatever email we wanted to save and it would give us the option to just add it directly to our account notes.
I am sure that Dynamics has the same capability, but for whatever reason I cannot seem to figure it out. I went into the Power Apps and downloaded the Outlook for Dynamics App but nothing seems to be changing. I have the settings below set up as well:
Any ideas on what I am doing wrong here?
You can use app for Outlook to track any email this will create and email activity in the regarding you select (as accounts in your case)
Follow the prerequistes
And you can try this example in one of your emails
The sync some time takes some minutes (up 15 min)
I hope this info can let you sync your emails into Dyn CE
Business Applications communities