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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
Hi partner,
Not sure if this is what you need.
learn.microsoft.com/.../track-outlook-email-by-choosing-button
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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