I've just sent myself an email and been waiting over 15 minutes (which I assumed was the standard amount of time) for the activity statistics to get updated in Dynamics 365.
Is there an expected amount of time before this happens?
Hi Andrew,
Is this what you are looking for?
Frequently asked questions for Sales Insights
What is the frequency of KPI updates?
KPIs are updated every 24 hours, potentially fewer.
docs.microsoft.com/.../faqs-sales-insights
How often are records synchronized through server-side sync?
Frequently asked questions about synchronizing records between Customer Engagement (on-premises) and Microsoft OutlookNormally, email synchronization occurs every 5 minutes. When a mailbox has many email messages, the interval can be reduced dynamically to 2 minutes. If the mailbox is less active, the interval can be increased up to 12 minutes. Generally speaking, you can assume that a mailbox will be synced at least once every 12 minutes.
Regards,
Hi Andrew,
15 minutes should be enough.
Could you please check these four prerequisites:
To configure, enable free Sales Insights features. To learn more, see Enable and configure free Sales Insights features.
To use followed email attachments, OneDrive for Business must be available to your Dynamics 365 Sales server. To learn more, see Enable OneDrive for Business
To use followed email attachments, you must also enable document management for email in Dynamics 365 Sales. To learn more, see Enable SharePoint document management for specific entities
To enable delivery-time recommendations based on recipients' time zones, you must enable Bing Maps in Dynamics 365 Sales. To learn more, see System Settings dialog box - General tab
From https://docs.microsoft.com/en-us/dynamics365/ai/sales/configure-email-engagement#prerequisites
[/quote]Thanks Hao,
I believe I have everything in the Dynamics 365 Online environment configured as your reference articles state.
The Email Engagement statistics are working for an email sent to an Office 365 Business email and Outlook as the application but not for an email with an Outlook.com address.
Does that make sense? I'm happy to provide some screenshots to support my claim. Let me know your thoughts.
Kind regards,
Andrew
Hi Andrew,
15 minutes should be enough.
Could you please check these four prerequisites:
To configure, enable free Sales Insights features. To learn more, see Enable and configure free Sales Insights features.
To use followed email attachments, OneDrive for Business must be available to your Dynamics 365 Sales server. To learn more, see Enable OneDrive for Business
To use followed email attachments, you must also enable document management for email in Dynamics 365 Sales. To learn more, see Enable SharePoint document management for specific entities
To enable delivery-time recommendations based on recipients' time zones, you must enable Bing Maps in Dynamics 365 Sales. To learn more, see System Settings dialog box - General tab
From https://docs.microsoft.com/en-us/dynamics365/ai/sales/configure-email-engagement#prerequisites
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