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Tracking mail to multiple records in Dynamics 365

Posted on by 40

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

  • Leco Lv Profile Picture
    Leco Lv on at
    RE: Tracking mail to multiple records in Dynamics 365

    Hi partner,

    Not sure if this is what you need.

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

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,498 Super User 2024 Season 2 on at
    RE: Tracking mail to multiple records in Dynamics 365

    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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