Hi, and thanks for watching. This video introduces sales and
relationship managers and salespeople to the email logging feature in
Dynamics 365 Business Central. To help you get control over
email
communications with customers, and maximize their business value, Business Central
and Exchange Online help you track email communications automatically in
opportunity management.
The three scenarios we'll look at our how to set
up email interaction
logging, how to set up the email addresses for sales
persons and contacts, and turn
the interactions you track into opportunities.
Let's dive right in to see how to set up email
logging.
The first thing to do is create a connection to
your Office.
365 subscription. Well, more specifically, to Exchange Online, which handles
email communications.
On the Business Manager Role Center we'll open assisted setup
and run the Set up email logging assisted setup guide.
We'll use our administrator account to sign into Office 365,
and then just accept the default settings on the remaining
steps to finish the setup guide.
Here's a little tip. To verify that our setup
for email login works,
we can search for "marketing setup,"
choose Actions, Functions, and then Validate Email Logging Setup.
We can also schedule how frequently we want Business Central
to log email interactions. To do that we'll search for
"job queue entries," and then set the recurrence of the
email logging context. Adaptive job to run more or less
frequently. By default,
the job runs every 10 minutes. On a side note,
after we start to log email interactions
this is a good place to look if we
discover issues with the log. And that's it.
We now have a connection between Business
Central and our email in Office 365.
Now let's move on to setting up email addresses for
our sales persons.
These are key for Business Central to track the interactions
between sales people and potential and existing customers that are
of interest for relationship management in your business. We'll set
these up from the Sales and Relationship Manager Role Center.
On the navigation bar, we'll open the Salespersons list, choose
a person to add an address for, and then enter
their address.
Next we'll do the same thing for contacts on our
contacts list page.
Now we're all set to track email interactions.
Any email exchange that happens between a contact and a
sales person for whom an email address is registered will
be logged in the list of interactions.
All you need to do is check interactions for sales
or contact person.
That's easy. Just go to the contacts or sales
persons lists, choose the contact or salesperson, and then choose
Navigate, Salesperson, and then Interaction Log Entries.
The Interaction Log Entries list shows all interactions that your
company had with the potential or existing customers.
There are a few things we can do from the
list. If we find something
that looks particularly promising we could convert it to
an opportunity and start the opportunity management process,
which will guide us through a series of states in
the sales cycle to complete the sale. To start that
process we'll choose the interaction, and then choose Create Opportunity.
If we're interested in seeing the content of a logged
email we can choose Show Attachment.
Thanks again for watching this video about how to set
up email logging,
which is great because it helps manage, track, and record
email interactions with customers in a consistent way,
and helps you turn email interactions into business value
by converting them to opportunities.