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Access your Outlook contacts and Dynamics 365 contacts and see which contacts are tracked. You can also link an Outlook contact to an account in your Dynamics 365 app.
You admin must enable your Dynamics 365 mailbox for appointments, contacts, and tasks to use the track contacts feature.
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To access your contacts, from the Outlook navigation pane, select More and then select Add-ins.
In the contacts list, select Dynamics 365 Contacts and then select the checkbox next to a contact's name. The contact details appear on the right side of the screen.
You can link and track a single or multiple contacts from Outlook to an account row in your Dynamics 365 app.
Depending on the server-side synchronization filters, the active contacts that a user owns in the Dynamics 365 app should be synchronized with Outlook after the mailbox is configured. For more information, see Choose the records to synchronize between customer engagement apps and Exchange,
Follow the steps below to link and track your Outlook contacts to a row in your app.
From the Outlook Contacts tab, select a contact(s) that is not already tracked.
On the command bar, select Link.
Choose the account row that you want to link the contact(s) with and then select elect Link.
To avoid issues, until the linking is complete before you navigate away from the page.
You can track a single or multiple contacts from Outlook in your Dynamics 365 app without linking it to an account row.
From the Outlook Contacts tab, select a contact(s) that is not already tracked.
On the command bar, select Track.
To avoid issues, until the tracking is complete before you navigate away from the page.
You can also untrack a contact and choose to delete the contact's information from your Dynamics 365 app or keep the row by stop tracking it.
From the Outlook Contacts tab, select a contact(s) that you want to stop tracking
On the command bar, select Untrack.
Then select one of the following:
Use the Dynamics 365 Contacts tab, to access the same contact views that you see in your Dynamics 365 app. However, if one of these views includes a column from a related table, then that view won't be displayed.
From the Dynamics 365 Contacts tab, select down arrow and then select a view.
You can easily see which contacts are tracked or untracked.
From the Outlook Contacts tab, select down arrow and then select a filter.
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Module
Integrate Dynamics 365 Business Central with Outlook - Training
Learn how to integrate Business Central with Outlook to send email to your users.
Certification
Microsoft Certified: Dynamics 365 Fundamentals (CRM) - Certifications
Demonstrate fundamental knowledge about the customer engagement capabilities of Microsoft Dynamics 365.
Documentation
Link and track an email or appointment to a specific row in your app (Dynamics 365 apps)
Use set regarding in Dynamics 365 App for Outlook to link an email message or meeting to a specific row in your Dynamics 365 app.
Track a task to Dynamics 365 (Dynamics 365 apps)
Track your Outlook tasks using App for Outlook.
Create a new contact, lead, or account row using an email address (Dynamics 365 apps)
Add an email recipient as a contact, lead, or account using Dynamics 365 app for Outlook.