O'Reilly logo

Dynamics 365 Application Development by Nishant Rana, Deepesh Somani

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Configuring Email Engagement

Following are the steps to configure Email Engagement:

  • Go to Settings | Relationship Insights, select the >Email Engagement tab and click on Begin Setup. This will start provisioning Email Engagement Services.
  • Once provisioning is done, select the checkbox to turn on the Email Engagement.
To provide insights around attachments we need to enable server-side sync for SharePoint, Exchange and One Drive for Business in Dynamics 365: https://technet.microsoft.com/en-us/library/dn531154.aspx and https://technet.microsoft.com/en-us/library/mt622109.aspx.
  1. Email Engagement provides insights around email communication such as whether an email or the attachments have been opened or not, whether a link has been clicked ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required