Log an Email in D365

Updated on Sep 02, 2026

This process works when you are composing an email with the "New Email" or "Reply" buttons.

1. After composing the email, but before sending, select "Dynamics 365" in the top bar.

Untitled - Message (HTML)

2. In the Dynamics 365 pane, select Set Regarding

3. Search for or select the appropriate CRM record (Lead, Contact, Opportunity, Account, etc)

4. Confirm the email shows as tracked, then send as normal.

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