Guide to activate email on timeline of opportunities

(0) Share

Report

Posted on by DiePic

448

Hi all

can someone indicate a good guide (for dummies) where it's explained how to activate the timeline with mails of sellers in "opportunity"?

Thanks in advance for any suggestion.

I have the same question (0)

All responses (5)

Answers (1)

DiePic 448 on at

Like (0)

Report

RE: Guide to activate email on timeline of opportunities

There isn't a step by step guide to activate the timeline with mails of sellers in "opportunity"?

Was this reply helpful? Yes No
Suggested answer

Sayen Zhang on at

Like (1)

Report

RE: Guide to activate email on timeline of opportunities

Hi DIE,

We can use workflow or Power Automate to set conditions to change the status of email in the timeline to “active”.

1. Workflow

1) Select environment in the Power Apps home page: https://make.preview.powerapps.com/

2) Click the gear on the top-right, select “Advanced settings”.



3) Expand settings and select “Process”.



4) Click “+ New” and then fill in the information for creating a process.



5) Select “Convert to a real-time workflow”.



6) Set conditions for real-time workflow actions.



7) Save and activate.

8) After we create an email form “System Administrator”, the status of email in the timeline will change to “active”.



2. Power Automate





Best Regards,

Sayen Zhang

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

Was this reply helpful? Yes No
DiePic 448 on at

Like (0)

Report

RE: Guide to activate email on timeline of opportunities

Hi Sayen Zhang and thanks for your reply.

I try to use the workflow way, but I'm in difficulty at point 8, I dont know hot to create an email form "System Administrator".
I find also that setting: https://learn.microsoft.com/en-us/dynamics365/sales/set-up-enhanced-email?tabs=SP, but mails don't start and don't arrive .... maybe there is some setting to do on singolar or organization mails?

Can you give me some more tips, please?

thanks in advance

Was this reply helpful? Yes No
Verified answer

Sayen Zhang on at

Like (1)

Report

RE: Guide to activate email on timeline of opportunities

Hi DIE,

You don't need to have to create an email which from is "System Administrator".

If you want to activate the timeline with mails of seller, you can set in workflow steps.

For example: the seller email address is in the from list, we can set If Sender (User): Full Name equals [seller email address], then change record status.

Here are the steps to set up enhanced email:

1. Access the app, change area to "App Settings".

2. Click Overview under general settings.

3. Under "Productivity tools", Select "Manage" on the right of "Enhanced email for time".

4. Enabled "Enhanced email for timeline" and save.

5. Click "+" in the timeline and select email.

6. Send the email.

7. Email will be sent to and arrive.

If you follow the steps and the emails still not start and arrive, please let us know.

Best Regards,

Sayen Zhang

Was this reply helpful? Yes No
DiePic 448 on at

Like (1)

Report

RE: Guide to activate email on timeline of opportunities

thanks for your help Sayen Zhang

After some test, I've activate the mailboxes as found in Microsoft learn and the flow start automatically without all the procedure up

(learn.microsoft.com/.../deploy-dynamics-365-app-for-outlook)

Was this reply helpful? Yes No