Configure email engagement

Configure email engagement to show sellers and sales managers the insights on customers' engagement with emails to help build customer relationships. Only the emails that are sent from Dynamics 365 are considered for email engagement analysis.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles System Administrator
More information: Predefined security roles for Sales

To enable email engagement

To enable email engagement, do the following steps:

  1. Review the prerequisites
  2. Enable email engagement

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 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.

Can't find the options in your app?

There are two possibilities:

  • You don't have the necessary license or role to perform the steps.

  • Your organization might be using a custom app and hence the site map and UI will be different. Check with your administrator for the exact steps. The steps described in this documentation are specific to the out-of-the-box Sales Hub or Sales Professional app.

See also

Introduction to administer Sales Insights
View message interactions with email engagement