Configure email engagement

Email engagement helps users in your organization receive alerts and reminders that help build customer relationships.

Note

To benefit from the complete experience of email engagement, turn on the email engagement insight cards Email opened and Email reminder.

Important

By enabling this feature, you consent to share data about your customers' email activity with other Microsoft services. Data imported from external systems into Dynamics 365 Sales Insights is subject to our privacy statement.

Prerequisites

Verify the following prerequisites before enabling email engagement for your organization:

Enable email engagement

  1. Sign in to Dynamics 365 Sales, and go to the Sales Hub app.

  2. Go to Change area in the lower-left corner of the page, and select Sales Insights settings.

    Select Sales Insights settings

  3. In the Email engagement (standard) section, select Grant Permissions.

    Email engagement grant permissions

    A confirmation message is displayed in a tab. Close the tab and proceed to set up email engagement.

    Note

    If you've already granted permissions, this step will be skipped. You don't have to grant permissions to email engagement again.

  4. In the Email engagement section, select Set up and then turn on the toggle.

    Enable email engagement

Email engagement is enabled and ready to use in your organization.

See also

Introduction to administer Sales Insights
View message interactions with email engagement