Updating Activity tab in Dynamics 365 CRM with an email sent through a Journey

Najla Nichols 0 Reputation points
2025-06-05T15:44:35.32+00:00

Hello,

I'd like to know if there is a way to update the Activity tab in Dynamics 365 CRM with the email that is sent to the contact or lead via a journey in Customer Insights and Journeys.

My sales executives don't know when an email is sent to their contacts or leads.

Is there a setting in Customer Insights or maybe a workflow I can configure?

Thank you,

Najla

Microsoft 365 App Publishing
Microsoft 365 App Publishing
Microsoft 365: Formerly Office 365, is a line of subscription services offered by Microsoft which adds to and includes the Microsoft Office product line.App Publishing: The process for app developers to prepare, validate, submit, monetize, release, update, drive adoption, distribute, and maintain their app.
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  1. NoOneCan 980 Reputation points Volunteer Moderator
    2025-06-07T15:23:03.0933333+00:00

    You may contact dedicated Dynamics 365 Community for further assistance. See https://community.dynamics.com

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