Configure and enable email engagement
Enabling the email engagement helps the user in your organization to receive alerts and reminders that help build customer relationships.
If you enable email engagement, we strongly recommend that you also enable Assistant, because email engagement relies on some of its features.
By enabling this feature, you consent to share data about your customers' email activity with an external system. Data imported from external systems into Dynamics 365 Sales Insights are subject to our privacy statement.
Verify the following prerequisites before enabling email engagement for your organization:
To configure, enable free Sales Insights features. To learn more, see Enable and configure free Sales Insights features.
To use followed email attachments, OneDrive for Business must be available to your Dynamics 365 Sales server. To learn more, see Enable OneDrive for Business
To use followed email attachments, you must also enable document management for email in Dynamics 365 Sales. To learn more, see Enable SharePoint document management for specific entities
To enable delivery-time recommendations based on recipients' time zones, you must enable Bing Maps in Dynamics 365 Sales. To learn more, see System Settings dialog box - General tab
Enable email engagement
Sign in to Dynamics 365 Sales and go to Sales Hub app.
Go to Change area and select Sales Insights settings.
On the Sales Insights settings page, select Grant Permissions from the Email engagement (fee) section.
a confirmation message is displayed in a tab. Close the tab and proceed to set up email engagement.
If you have already grant permissions, this step will be skipped. You don't have to grant permissions to Email engagement again.
On the Email engagement section, select Set up and then select the toggle to enable.
Email engagement is enabled and ready to use in your organization.