28 Mar’19

D365 General, D365 SalesEmail Engagement to track email interactions from Dynamics 365 Customer Engagement

Introduction

In this blog we will see how to use the Email Engagement functionality from Dynamics 365 Customer Engagement

Pre Requisites

1. Dynamics 365 for Sales

Implementation

Step 1: To enable Email Engagement we can simply, navigate to Settings > AI for Sales > and accept the terms and agreements

Once Accepted, we have to grant permissions for Email Engagement

Email Engagement Grant Permission

Here we must click on Grant Permission and provide consent on behalf of the organization as shown on the screen below

Email Engagement Accept

Once configured correctly, the below message will be shown

Successful Configuration
Enable Configuration

Step 2: Now let’s try sending out emails and tracking, when we create on new Email Activity, we get the following details

Email Engagement OptionsStep 3: Here in this example we will look at how we can track if an email is opened. In “Set a reminder to follow up on this email”, we have set a reminder to remind us at a set time, and we have also added comments as shown below

Set Reminder for Emails

We also have other options in conditions as shown

Confition Options

The reminders can also be changed/removed once it has been set

Change or Remove Reminder

Once the record is opened, appropriate cards are shown in the relationship section, as shown below

Email Opened Notification

Step 4: Once the reply is tracked in the system, the replies to the emails are also visible in the sent email timeline shown below

Tracked Replies

Step 5: If there are any links, in the Email body, they are tracked, and the Link Clicks are also recorded, as shown
Link Clicks

Note: The opens and links clicks take some time to reflect in the system.

Hope this helped!

Written by

Clinton D'Mello

Software Engineer

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