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send email workflow - I am not getting the option to attach the email record to a related table

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Posted on by Ben T 781
Hello, I have a workflow to send an email. On the contact entity, I have a look up field for emails. In the workflow, I want to put the email record that gets sent via workflow in the lookup field on the contact table. Usually in workflows, if there is a record created, the created record shows up in the "local values" area, but with this email I am not seeing anything. How can I attach the email record to a lookup field on the contact table? 
 
Thank you. 
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Dynamics 365 general
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,089 Super User 2025 Season 1 on at
    send email workflow - I am not getting the option to attach the email record to a related table
    Can you share more details about your requirement? 
  • Suggested answer
    Jimmy Passeti | MVP Profile Picture
    Jimmy Passeti | MVP 253 Super User 2025 Season 1 on at
    send email workflow - I am not getting the option to attach the email record to a related table
    Hello,
     
    You need to fill in the Regarding field in the email table with the contact (where you want the email to appear in the timeline).
     
    Regards,
    Jimmy Passeti | Microsoft MVP
    ✅ Please mark as Verified if this answered your question!

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