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How can you configure D365 to automatically track emails in outlook (creating contacts, creating leads if email moved to a "Leads" folder). This seems to be a capability in the older D365 add-in, in our version there is no "File > Customer Engagement" option in the app.
These instructions do not work: Set an option to automatically track incoming Outlook email in Dynamics 365 for Outlook | Microsoft Learn
Microsoft Dynamics 365 | 2022 release wave 2 enabled
App name: Dynamics 365 App for Outlook
Organization name: Dynamics
Server version: 9.2.23032.00190
Client version: 1.4.5561-2303.2
Session ID: fec33502-95ea-4831-97e8-a4c2d61d9590
External correlation ID: 4d48eefd-8d54-44bc-a81f-602faa9a6e0a
Time: 4/20/2023 5:53:50 AM GMT-0700 (Pacific Daylight Time)
Hi Levi Stevens,
Please refer to the two documents below:
https://www.youtube.com/watch?v=kiKIvGoHiDg
https://www.syvantis.com/blog/how-to-track-outlook-emails-in-dynamics-365
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