![]() ![]() If the contact is linked to a parent record, you can open the parent record from the Outlook contact record in Dynamics 365 for Outlook. To add additional information about the contact to the Contact form in Dynamics 365 for Customer Engagement, choose the contact, and then in the Customer Engagement group, choose View in Customer Engagement. In Dynamics 365 for Outlook, the Tracked in Dynamics 365 apps icon is displayed next to any tracked contacts. If you choose the Set Parent button, Dynamics 365 for Outlook also provides a link to the parent record. This pane shows that the contact is tracked and provides links to related records. When you choose the Track button or the Set Parent button, a Dynamics 365 for Customer Engagement pane (also known as the “tracking pane”) appears at the bottom of the contact record. After you find the record you want, choose Add. To track the contact and link it to a parent (account) record in Customer Engagement, on the Home tab, in the Customer Engagement group, choose Set Parent, and then search for the parent record in the Look Up Record dialog box. To track the contact record without linking it to a parent (account) record in Customer Engagement, on the Home tab, in the Customer Engagement group, choose Track. To track the contact, do one of the following: More information: Use a wizard to add and track multiple Outlook contacts in Dynamics 365 for Outlook If you want to select more than 20 contacts, or if you want to track all your Outlook contacts in Customer Engagement, you can use the Add Contacts wizard. In Dynamics 365 for Outlook, choose People in the navigation pane, and then select up to 20 contacts. If you sync Outlook on your mobile device, you can also access your Customer Engagement contact records on that device. Any contacts that you own in Customer Engagement will automatically be available in Dynamics 365 for Outlook. Synchronization of contacts from Customer Engagement to Dynamics 365 for Outlook is automatic, however. This gives you the ability to keep your personal contacts separate from your Customer Engagement contacts. Tracking contacts in Dynamics 365 for Outlook is a manual process. You can access the records in Dynamics 365 for Outlook or Customer Engagement. After your contacts are tracked, you’ll be able to see any email, tasks, appointments, and account records associated with those contacts. When you track a contact in Microsoft Dynamics 365 for Outlook, a copy of that contact record is saved in Dynamics 365 for Customer Engagement and synchronized with the Outlook record. ![]()
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December 2022
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