Whether email addresses, names, or distribution lists in an email message are Dynamics 365 recordsįor example, the following screen shot shows the tracking pane for a tracked task linked to the Adventure Works account: Related records, along with a symbol that identifies the record type in Dynamics 365 This is very useful when you want to quickly access the Dynamics 365 contact record of an email recipient or see other information stored in Dynamics 365. Links to Dynamics 365 records for email recipients. The name of the parent account for contacts, if set When a record is tracked, a Dynamics 365 pane (also known as the “tracking pane”) appears at the bottom of the record. Some organizations also use the Set Regarding button to track projects. When you use the Set Regarding button, you can link an email message, appointment, or task to a specific Dynamics 365 record such as an account or opportunity, or even a custom record type (entity). You can use either button to track a record, but it’s almost always better to use the Set Regarding button. To track a record in Dynamics 365 for Outlook, you click or tap the Track button or the Set Regarding button for the record you want to track. More information: Track Outlook email by moving it to a tracked Exchange folder. Folder tracking is a powerful and intuitive way to track email directly from virtually any device.
If your organization synchronizes records through server-side synchronization, you can track email messages through folder tracking.More information: Set an option to automatically track incoming Outlook email in Dynamics 365 for Outlook If you want, you can set an option to track email automatically.This gives you the ability to keep your personal Outlook records separate from your Dynamics 365 records. Tracking records in Dynamics 365 for Outlook is a manual process. If you sync Outlook on your mobile device, you can also access these records on that device. You can then view and edit that record in Dynamics 365 for Outlook or Dynamics 365. When you track an email message, contact, task, or appointment record, a copy of that record is saved as an activity in Dynamics 365 and synchronized with the Outlook record. You can use Microsoft Dynamics 365 for Outlook to track email messages, contacts, tasks, and appointments.
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