How to Track Outlook Emails in Dynamics 365

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To track emails, you must have the Dynamics 365 App for Outlook installed and enabled. Once the app is active, Outlook can connect directly to Dynamics 365 and let you track any email or appointment. Here’s how: 

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1. From your app, go to 'Settings' by clicking the gear icon above.
2. Then, select 'Advanced Settings'.
3. Go to the 'Email Configuration' under 'System Settings'.
4. From 'Email Configuration', select 'Email Settings'.
5. Hit the drop down menu for 'Incoming Email'.
6. Then, choose 'Dynamics 365 for Outlook'.
7. Set your 'Outgoing Email' as 'Server-Side Synchronization'.
8. Click 'Save' to confirm changes. Then, you can start tracking outlook emails in Dynamics 365.