Notifications
Announcements
No record found.
Hi!
we are currently sending mails from two different sources:
Is there a way to change this in the Outlook Web App to be able to track Mails to the receiver as well as the referenced opportunity? Just as it functions when i send the mail from the CRM?
Thx!
Leif
Hi Leif,
In the Outlook Web App you track the message after you have defined the contact in your message. If the contact is already in CRM, the message will appear in the contact's timeline. You should put in the Opportunity in the regarding field as shown in the attached screenshot:
The message and the replies to the message will be tracked this way just as it will when sent from CRM.
Hope that this helps.
Best regards,
Illugi
ps. please check out/follow my blog for more tips and tricks on Dynamics 365 Sales: https://stirna.is/blog-2/
For additional reference you can go through the D365 App for outlook features.
docs.microsoft.com/.../dynamics-365-app-outlook-user-s-guide-v8
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Tom_Gioielli 108 Super User 2025 Season 2
Jimmy Passeti 50 Most Valuable Professional
Gerardo RenterÃa Ga... 49 Most Valuable Professional
