D365 General, D365 SalesEmail Engagement to track email interactions from Dynamics 365 Customer Engagement
In this blog we will see how to use the Email Engagement functionality from Dynamics 365 Customer Engagement
1. Dynamics 365 for Sales
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
Here we must click on Grant Permission and provide consent on behalf of the organization as shown on the screen below
Once configured correctly, the below message will be shown
Step 2: Now let’s try sending out emails and tracking, when we create on new Email Activity, we get the following details
Step 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
We also have other options in conditions as shown
The reminders can also be changed/removed once it has been set
Once the record is opened, appropriate cards are shown in the relationship section, as shown below
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
Step 5: If there are any links, in the Email body, they are tracked, and the Link Clicks are also recorded, as shown
Note: The opens and links clicks take some time to reflect in the system.
Hope this helped!