Track incoming outlook(web) emails to Dynamic 365 sales record.

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Posted on by MF-01070057-0

Hi, if someone can help me to guide me how to achieve my requirements.

if My company only has a licence for outlook web not the desktop.

And my company needs that, if someone sends an email to a shared company email for example to info@123.com.

should the email be connected to a specific record, as an email activity. based on the From(who sent this email) of the email

So for example contact 1 has an email attached to the record. If this email address sends an email to the shared company email should this be automatically tracked to this contact.

I know about the option of Folder Tracking, but this needs to be configured for each record, so I want to know if this is an easier way.

thanks in advance

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Dengliang Li Microsoft Employee on at

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Hi,

1. You can create a new queue, using the company's e-mail address.

2. Enable server-side synchronization for this queue （the address of the company's mailbox）.

3. In this way, all emails received by the company's mailbox will be synchronized to Dynamics and passed to the queue as queue items.

4. And if the sender is a contact in Dynamics, the email will also appear in that contact's timeline.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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MF-01070057-0 6 on at

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Hi Dengliang, thanks for the reply, works perfectly for me.

Can you please reference me some documentation about this(to find more info about all options).

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