How to Track Outlook Emails in Dynamics 365: 1-Min Guide

How to Track Outlook Emails in Dynamics 365

Updated on:

April 6, 2026

By:

Use this interactive demo to learn how to track Outlook emails in your Dynamics 365 environment.

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

📌 Why this matters

Tracking Outlook emails in Dynamics 365 creates a unified communication history that follows your contacts and deals wherever they move in your pipeline. Beyond simple email logging, this integration automatically surfaces relevant conversations when team members view customer records, eliminating the need to dig through individual inboxes or forward email threads.

Your sales and support teams can pick up conversations seamlessly, and managers gain visibility into client interactions without interrupting workflows or requesting status updates from individual contributors.

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