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Automatic email tracking in Outlook

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Posted on by Levi Stevens

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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)

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Haig Liu Microsoft Employee on at

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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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