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Customer experience | Sales, Customer Insights,...
Suggested answer

Email Engagement - Recipient Activity "Attachment open count" not work

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Posted on by 126

Tracking of opened e-mail attachments does not work.

What do I have to do so that the opening of an e-mail attachment is displayed in the system? I created the email through Dynamics Web Client using the "Export PDF" and "Send Email" function. But it does not show when the recipient opens the attachment (PDF).

pastedimage1611858387763v1.png

  • Suggested answer
    LuHao Profile Picture
    40,888 on at
    RE: Email Engagement - Recipient Activity "Attachment open count" not work

    Hi Daniel,

    We also need to enable sharepoint integration for Email entity.

    pastedimage1612519366262v1.png

    pastedimage1612519412631v2.png

  • D@niel Profile Picture
    126 on at
    RE: Email Engagement - Recipient Activity "Attachment open count" not work

    Hi Hao,

    now I have enabled One Drive for Business in D365. Now the follow button ia available for mails. But it is not available for the attachements. 

    There is no way to enable Activity Feed for attachments. Do I need to enable Activity Feed Configuration for attachments? 

    Greetings Daniel

  • Suggested answer
    LuHao Profile Picture
    40,888 on at
    RE: Email Engagement - Recipient Activity "Attachment open count" not work

    Hi Daniel,

    Did you enable OneDrive for Business in D365?

    pastedimage1612433448768v1.png

    Please refer to https://docs.microsoft.com/en-us/power-platform/admin/enable-onedrive-for-business#enable-onedrive-for-business

  • D@niel Profile Picture
    126 on at
    RE: Email Engagement - Recipient Activity "Attachment open count" not work

    Hi Hao,

    thank you for your reply. I have tested you solution but I see that the fowllow option is not available for the attachement. Maybe you know a solution how I can enable the Follow-Option for the attachement.

    pastedimage1612265662930v1.png

    Activity Feed is enebled and published

    pastedimage1612278236982v1.png

    Greetings

    Daniel

  • Suggested answer
    LuHao Profile Picture
    40,888 on at
    RE: Email Engagement - Recipient Activity "Attachment open count" not work

    Hi Daniel,

    I just tested it, used "Export PDF" and "Send Email" function, then followed the PDF attachment, as the result, the Attachment Views contains data instead of 0.

    pastedimage1611912078960v4.png

    pastedimage1611912063748v3.png

    pastedimage1611912135489v1.png

    The most important step is to follow the attachment.

    So please check if you followed the attachment.

  • D@niel Profile Picture
    126 on at
    RE: Email Engagement - Recipient Activity "Attachment open count" not work

    Hello Rawish,

    if I create an email through Dynamics Web Client and attach a file using the "Add Attachment" feature, then it works.

    But it doest work if I use the "Export to PDF" and "Email" function. In this case the file is attached by the system itself.

    I think thats the normal process to work with document templates and the send mail function.

    This wont work at the moment: Attachement open is not count

    pastedimage1611861384590v1.png

    This works at the moment: Attachement open is count

    pastedimage1611861585834v2.png

    It seems that the implementaion of mail sending in combination with the "export to pf" function does not implement the correct tracking mechanism.

    In a short way: It's a bug

    Maybe a Microsoft employee can say something about it here?

  • Suggested answer
    Rawish Kumar Profile Picture
    13,758 on at
    RE: Email Engagement - Recipient Activity "Attachment open count" not work

    Hi Daniel,

    Did you actually add followed attachment or as a standard attachment?

    please read here : docs.microsoft.com/.../email-engagement

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