In the previous blog we looked at how we can register Email opens, Link Clicks and View Replies to a mail in D365 Customer Engagement using Email Engagement.
In this blog we will see how we can follow emails to use the same feature using Dynamics 365 for Outlook App.
- Dynamics 365 Customer Engagement
- Dynamics 365 App for Outlook
Step 1: While composing an email in Outlook, before sending the email, we click on the Dynamics 365 App for Outlook sign
Step 2: Before following an email, first we must track it. There are two options, we can either Track without setting the Regarding
Or “Set Regarding” on the mail
Step 3: Once tracked, click on the follow option as shown
Step 4: In the next tab, click on “Follow this Email”
Step 5: After following, a completion message will be shown
After this, when the email is sent, the email will be tracked in CRM, along with email engagement details.
Hope this helped!