web

You’re offline. This is a read only version of the page.

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Sales Lead originated ...

Customer experience | Sales, Customer Insights,...

Suggested answer

Sales Lead originated out outlook mail

(0) Share

Report

Report

Posted on by Community member

All,

is it possinble to generate a sales lead starting from an outlook mail?

I have the same question (0)

All responses Img

All responses (2)

Answers Img

Answers (0)

Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

Sales Lead originated out outlook mail

Hi Partner,

Please refer to the following steps;

1.Track emails from outlook to dynamics 365:

https://learn.microsoft.com/en-us/dynamics365/outlook-addin/user-guide/track-outlook-email-by-choosing-button

2.Convert this email to the lead through OOB button:

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

Was this reply helpful? Yes No
Leah Ju Microsoft Employee on at

Like (0)

Report

Sales Lead originated out outlook mail

Hi Partner,
Did that answer your question?
Any updates? Please feel free to ask me any questions you may have!
If someone answered your question, can you check this box to mark that response as an answer?

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1

Tom_Gioielli 123 Super User 2025 Season 2

#2

MVP-Daniyal Khaleel 89

#3

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans