Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Guide to activate email on timeline of opportunities

(0) ShareShare
ReportReport
Posted on by 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.

  • DiePic Profile Picture
    DiePic 448 on at
    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)

  • Verified answer
    Sayen Zhang Profile Picture
    Sayen Zhang on at
    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.

    pastedimage1681112981028v5.png

    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".

    pastedimage1681283509170v2.png

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

     pastedimage1681283484674v1.png

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

    6. Send the email.

    pastedimage1681283727236v3.png

    7. Email will be sent to and arrive.

    pastedimage1681283808059v4.png

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

    Best Regards,

    Sayen Zhang

  • DiePic Profile Picture
    DiePic 448 on at
    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

  • Suggested answer
    Sayen Zhang Profile Picture
    Sayen Zhang on at
    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”.

        pastedimage1681112876271v1.png

        3) Expand settings and select “Process”.

        pastedimage1681112894368v2.png

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

        pastedimage1681112913224v3.png

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

        pastedimage1681112948436v4.png

        6) Set conditions for real-time workflow actions.

        pastedimage1681112981028v5.png

        7) Save and activate.

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

        pastedimage1681113005748v6.png

    2. Power Automate

        pastedimage1681113041292v7.png

        pastedimage1681113053295v8.png

    Best Regards,

    Sayen Zhang

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

     

  • DiePic Profile Picture
    DiePic 448 on at
    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"?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,468 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,287 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans