Tuesday, March 29, 2016

Email Tracking Office 365 and Dynamics CRM

This post demonstrates how quickly you can configure the CRM app to track emails between Office 365 and Dynamics CRM.  The only precondition is that the users mailbox must configured for server side synch. From the Settings menu select the Apps for Dynamics option.

Click the Dynamics CRM App for Outlook. The installation of the app will run in the background.

When the App is installed a "Dynamics CRM" link will appear in your Outlook 365 reading pane and when clicked it will connect to Dynamics allowing you to Track emails. Tracking an email creates a copy of the email within CRM and any subsequent conversations on for that email thread.

 You can use the also set the Regarding option to link the email activity to a specific entity record in CRM. 

You can open the CRM record directly from Outlook. It may take a few minutes for recently tracked emails to appear in CRM.

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