Tracking an Outlook Email in Dynamics 365

In Outlook, you can track emails in Dynamics 365 using the Outlook App for Dynamics 365.

To do this, log into Outlook and select a message from your customer:

Next, click on the Dynamics icon in the top right:

Click on regarding to set

You will see the message:

You will now have the option to view the email in Dynamics 365:

This will open a panel in Outlook displaying the Dynamics 365 record:

Clicking on the ellipse will show more options:

Including converting the email to a case or opportunity:

In Dynamics 365, you will see a new email activity has been created as a result of tracking the email. The activity is complete:

Within Dynamics 365, you have the option to convert the activity to a Lead, Case or Opportunity:

Also in Dynamics 365, a new contact record for the email has automatically been created.

Let’s say you wanted to set regarding on the email to a particular account in Dynamics 365. To do this, select Set Regarding:

Choose an account.

Now in Dynamics 365, under activities for the account, you will see the email:

From here, you will be able to convert the activity as discussed before, to a lead for example:

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Marty says:
May 14, 2019 at 6:51 pm
I keep getting email in Outlook, (not the Office 365 Outlook app), that will appear as untracked, but then, after a few minutes or so, they’ll say that they are tracked in Dynamics 365. How can I get rid of all emails being tracked?
Thank you,