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 ...

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