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Creating an E-mail ‘follow-up’

Why make an email follow up?

Creating an email follow-up will allow you to succinctly keep track of all your important data, so you never have to worry about things going missing.

You can create an email follow-up from many screens. This example will take you through the steps from an Opportunity record.

How to create an email follow-up

  • Open Dynamics and open an Opportunity.
  • Click on the Add tab on the ribbon.
  • Click on the email icon. ​
  • Ensure that the TO recipient is correct – if not – select a new person by starting a search on that field.​   

Want to find out more?

Find out more about creating email follow-up with our guides.

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