Track emails linked from Microsoft Outlook

task brazil Updated Sep 10, 2026 1 min read view-associated-emails-crm.md

View emails that have been linked to CRM records using the Microsoft Outlook directly from the CRM Workspace.

Before you begin

Email promotion must be configured before you can view the associated emails on the Emails tab of the Lead, Opportunity, Accounts, or Contacts record. For more information, see Configure email promotion rules for Activity Management.

The User Mailbox Integration plugin (com.glide.email.user_mailbox.integration) must be installed on your ServiceNow instance to enable agents to send emails from the touchpoint record. For setup instructions, see Personal corporate mailbox.

Role required: sn_crm_outlook.crm_outlook_user

Procedure

Navigate to Workspaces > CRM Workspace.
Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.
Navigate to CRM entity with which you associated the email.

To view emails associated with a Lead, you'd navigate to Leads > All and select a LEAD record.
Open the CRM entity record that you want to work with.
Navigate to the Emails tab.
View email by selecting a timestamp link from the Created column.

Parent Topic:Using Activity Management

Related topics

Configuring Activity Management

Activity Management

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---
title: Track emails linked from Microsoft Outlook
description: View emails that have been linked to CRM records using the Microsoft Outlook directly from the CRM Workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/view-associated-emails-crm.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Activity Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Track emails linked from Microsoft Outlook

View emails that have been linked to CRM records using the Microsoft Outlook directly from the CRM Workspace.

## Before you begin

Email promotion must be configured before you can view the associated emails on the Emails tab of the Lead, Opportunity, Accounts, or Contacts record. For more information, see [Configure email promotion rules for Activity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/promote-crm-outlook-emails.md).

The User Mailbox Integration plugin \(com.glide.email.user\_mailbox.integration\) must be installed on your ServiceNow instance to enable agents to send emails from the touchpoint record. For setup instructions, see [Personal corporate mailbox](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/platform-administration/personal-corporate-mailbox.md).

Role required: sn\_crm\_outlook.crm\_outlook\_user

## Procedure

1. Navigate to **Workspaces** &gt; **CRM Workspace**.

2. Select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.

3. Navigate to CRM entity with which you associated the email.

To view emails associated with a Lead, you'd navigate to **Leads** &gt; **All** and select a LEAD record.

4. Open the CRM entity record that you want to work with.

5. Navigate to the **Emails** tab.

6. View email by selecting a timestamp link from the Created column.

**Parent Topic:**[Using Activity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/using-activity-management.md)

**Related topics**

[Configuring Activity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/configuring-activity-management.md)

[Activity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/explore-activity-management.md)