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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / track whether email(s)...
Customer experience | Sales, Customer Insights,...
Suggested Answer

track whether email(s) opened in D365 Sales Pro; what options exist?

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Posted on by smw_brad 70

By design, D365 Sales Professional does not include a way to track whether emails have been opened.  MS offers this capability in the next version up D365 Sales Enterprise (i.e., $30 more per month per user).   Hoping to find a way to do this without the upgrade to Enterprise.

I'm aware of the PowerEmail app, but MS has effectively mapped out a strategy to keep this app working with the Sales Pro version (confirmed personally).  

We like the cost efficiency and functionality of the Sales Pro version, so moving to another D365 version is something we'd like to avoid.  Hoping to find other admins who have crossed this bridge to find a simple solution for tracking email opens in D365 Sales Pro version.   Thanks in advance for any insights.

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  • Suggested answer
    ba365guy Profile Picture
    ba365guy 2,950 on at

    Are you planning to track emails sent for marketing campaign? 

    Or "Any email sent from D365"?

    If you are referring campaign emails, and you can browse through options like MailChimp (third party services)

  • Suggested answer
    ashish12 Profile Picture
    ashish12 3,079 on at

    Hi,

    Yeah in the sales Hub you can use email engagement feature. But to track whether an email is open or how many times they opens an email, will be done either by D365 for Marketing, Click Dimension or other Campaign marketing tools.

    Thanks

  • Suggested answer
    RajuB Profile Picture
    RajuB on at

    As Said above, you can also refer the below documentation for more details.

    docs.microsoft.com/.../configure-email-engagement

    docs.microsoft.com/.../overview

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