{"id":525,"date":"2020-07-16T16:20:42","date_gmt":"2020-07-16T16:20:42","guid":{"rendered":"http:\/\/stirna.is\/?p=525"},"modified":"2020-07-16T16:20:42","modified_gmt":"2020-07-16T16:20:42","slug":"tracking-opens-and-clicks-of-dynamics-365-emails","status":"publish","type":"post","link":"https:\/\/stirna.is\/?p=525","title":{"rendered":"Tracking opens and clicks of Dynamics 365 emails"},"content":{"rendered":"\n<p class=\"has-small-font-size wp-block-paragraph\">Task: Enable and configure Email Engagement to follow emails<br>Difficulty: Medium<br>Time to implement: 1-2 hours<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this post I am going to show you how you can follow emails in Dynamics 365 Sales. This is a very useful feature that is part of Sales Insights (free) solutions.<\/p>\n\n\n\n<figure class=\"wp-block-embed-youtube wp-block-embed is-type-rich wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Tracking opens and clicks of Dynamics 365 emails\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/XiKayG8ygxs?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><figcaption>Watch the video<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Tools used<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Dynamics 365 Sales<\/strong>: A popular CRM system from Microsoft that allows you to track your sales pipeline and activities, opportunities, and leads.<\/li><li><strong>Sales Insights<\/strong>: Free solutions that come with your Dynamics 365 Sales subscription. <\/li><li><strong>Email Engagement<\/strong>: One of Sales Insights&#8217; solutions that allows you to follow emails in Dynamics 365 Sales.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Enable Sales Insights<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">First I&#8217;ll show you how to enable Sales Insights:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Navigate to Sales Hub.<\/li><li>In the switch area choose Sales Insights settings.<\/li><li>Click on the Accept Terms button.<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Enable Email Engagement<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once you have enabled Sales Insights, you can enable the Email Engagement solution.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Navigate to Sales Hub.<\/li><li>In the switch area choose Sales Insights settings.<\/li><li>Click on the Grant permissions button. Once you have granted the permissions this button changes to Set up.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"676\" height=\"97\" src=\"http:\/\/34.74.14.69\/wp-content\/uploads\/2020\/07\/screen-shot-2020-07-16-at-15.24.01.png?w=676\" alt=\"Email engagement\" class=\"wp-image-526\" srcset=\"https:\/\/stirna.is\/wp-content\/uploads\/2020\/07\/screen-shot-2020-07-16-at-15.24.01.png 676w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/07\/screen-shot-2020-07-16-at-15.24.01-300x43.png 300w\" sizes=\"auto, (max-width: 676px) 100vw, 676px\" \/><figcaption>Grant permission for Email engagement<\/figcaption><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\"><li>Click on the Set up button<\/li><li>Switch on the Enable email engagement. Now you have set up the Email Engagement.<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Create and send an email message<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To test the solution you need to send a test email. You can send it to yourself. You do this by:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Navigating to a contact record in Dynamics 365 and creating an email message on the contacts timeline. Try adding a link to the email message. <\/li><li>Send the email message and once it has been sent, open it and click the link (you have to have sent to yourself to do that).<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">View the opens<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To view the opens you have two options. Either view it directly from the contact&#8217;s timeline or from the All Followed Emails view on the Activities page. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To view it from the contact record:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Navigate to the contact you sent to. You can see in the Timeline that the email has been sent and that it has been opened (if you followed step 3 in the previous section).  <\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"503\" height=\"217\" src=\"http:\/\/34.74.14.69\/wp-content\/uploads\/2020\/07\/screen-shot-2020-07-16-at-16.34.11.png?w=503\" alt=\"follow email results\" class=\"wp-image-532\" srcset=\"https:\/\/stirna.is\/wp-content\/uploads\/2020\/07\/screen-shot-2020-07-16-at-16.34.11.png 503w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/07\/screen-shot-2020-07-16-at-16.34.11-300x129.png 300w\" sizes=\"auto, (max-width: 503px) 100vw, 503px\" \/><figcaption>Viewing the opens from the contact&#8217;s timeline<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">To view it from the Activities page:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Navigate to the Activities page.<\/li><li>Select the All Followed Email view. You can see four metrics that belong to the Email Engagement solution, Open count, Attachment open count, Links clicked count, and Reply count.<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Author&#8217;s comments<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">I used a template in my testing and it appears that links inserted into a template for reuse are not tracked by the Email Engagement solution. Therefore, it is recommended to always manually inserting a link even when using an email template. This is something that Microsoft should consider improving on their side.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">References<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">https:\/\/docs.microsoft.com\/en-us\/dynamics365\/ai\/sales\/email-engagement<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Task: Enable and configure Email Engagement to follow emailsDifficulty: MediumTime to implement: 1-2 hours In this post I am going to show you how you can follow emails in Dynamics 365 Sales. This is a very useful feature that is part of Sales Insights (free) solutions. Tools used Dynamics 365 Sales: A popular CRM system [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":530,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[12,13,14,15,22],"class_list":["post-525","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","tag-d365-sales","tag-dynamics-365-sales","tag-dynamics-crm","tag-email-engagement","tag-sales-insights"],"_links":{"self":[{"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/posts\/525","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=525"}],"version-history":[{"count":0,"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/posts\/525\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/media\/530"}],"wp:attachment":[{"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=525"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=525"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=525"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}