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Track email replies from emails sent by Dynamics 365 and add them as a note\activity on the record

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Posted on by Jimmar Tangkia 155

Hi Guys,

Is there a way that we can track email replies from emails sent by Dynamics 365 onto the particular record where the email was sent with?

We have some workflows\flows(Powerautomate) that sends some automated emails on Dynamics 365, just wondering if there is a way to track replies for those emails and if the process for tracking it would be the same?

Can anyone give some ideas? I saw a lot of posts on it but the ones ive been seeing were from way back 2013 and not sure if it is still applicable. Thanks

  • Suggested answer
    MJ-03051233-0 Profile Picture
    MJ-03051233-0 2 on at
    Track email replies from emails sent by Dynamics 365 and add them as a note\activity on the record
    I'm a bit late to the party, but you can track replies by installing this solution from Microsoft:
     



    www.OTARI.dk > BI and Power Platform experts in Denmark
  • Suggested answer
    Soumen S Profile Picture
    Soumen S on at
    RE: Track email replies from emails sent by Dynamics 365 and add them as a note\activity on the record

    Hi,

    Try setting the personal settings for emails to all email messages for the ,mailbox where you are receiving these emails

    Click on the gear icon at the top --> options --> email tab --> select the option as all email (see below)

    3162.pastedimage1607927020425v1.png

  • Jimmar Tangkia Profile Picture
    Jimmar Tangkia 155 on at
    RE: Track email replies from emails sent by Dynamics 365 and add them as a note\activity on the record

    Hi Soumen,

    Thanks for the reply, I was actually looking for a way to do it automatically without using Dynamics 365 for Outlook app. Do you have any idea? Thanks

  • Suggested answer
    Soumen S Profile Picture
    Soumen S on at
    RE: Track email replies from emails sent by Dynamics 365 and add them as a note\activity on the record

    Hi,

    You can always track manually any received email or sent email from sent item of outlook into CRM using Dynamics 365 app for outlook . During the tracking use the set regarding feature and track the email for any specific record into CRM. After tracking the email will appear under that records activity or in timeline (if the Timeline is available).

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