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Tracking mail to multiple records in Dynamics 365

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Posted on by Iliass

Hi guys,

I was wondering if it's possible to track mails to multiple records in Dynamics 365 CE. For a client of mine this is a must and since I'm new to consulting and dynamics in general I couldn't find a way. Is there an OOTB way to do this or do I need something else?

Thank you

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Mohamed GRAIB 2,504 Moderator on at

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Hi iliass,

I think thar you cannot track multiple mails to multiple records in Dynamcs, But you have another solution.

You can add lookup fields in the Email table in Dataverse => Just you mention the records which you want to track when you receive the email

Then you add subgrids in the records, to display all emails related to this record.

I hope that this solution is helpful.

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Leco Lv on at

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Hi partner,

Not sure if this is what you need.

learn.microsoft.com/.../track-outlook-email-by-choosing-button

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