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Auto-tracking Email in Dynamics 365 Sales

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Posted on by viet561995

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Hello experts,

When I track an email from a customer and reply, the reply is not automatically tracked in Dynamics 365 Sales. I have to manually set the /Regarding/ field for each email I create or receive.

So my desired outcome is that I want the system to automatically track all email replies after the initial email is tracked.

Please help me on this one,

Appreciated,

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viet561995 132 on at

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Auto-tracking Email in Dynamics 365 Sales

Dear Dengliang Li,

Thank you again for your answer, it really clarified the original requirements. And now i have one follow-up question regarding email tracking.

The link only show how to track incoming email, i would like to track outgoing emails automatically as well. Could you please advise on how I can set this up too?
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Dengliang Li Microsoft Employee on at

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Auto-tracking Email in Dynamics 365 Sales

Hi,

According to the official documentation.

You will need to manually populate the /Regarding/ field the first time you receive a tracked incoming email.
On following email exchanges, the /Regarding/ field will be populated automatically.

Specify which emails are automatically tracked - Power Platform | Microsoft Learn

You will also need to select Track all email messages in your personal settings. This will log received and replied emails to the /Activity/ table.

Best Regards,
Dengliang Li

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