Once you have the Dynamics for Outlook add-in, you’ll be able to track emails directly into your CRM system – this creates a copy of emails from Outlook and links them to whichever CRM record you ask it to.
To do this, all you need to do is click the “Dynamics 365” button that’s now at the end of the home ribbon, and you’ll get a pane like the one opposite.
This will show you all the recipients in the conversation and their details, as they appear in your CRM (assuming the sender is already a contact in your CRM).
We recommend that you always track your emails ‘Regarding’ a record and, more specifically, regarding a specific work item, eg. an opportunity or case, as opposed to against a contact or account.
To do this, locate the record by typing a search in the ‘Set Regarding’ field – this can be any record type in CRM which allows activities to be associated.
This means that the tracked email will appear in the activity timeline of that record.
Of course, there may be times where you do need to track an email directly regarding a contact or account, and this couldn’t be simpler.