Connect record automatically to all the emails of a thread

(2) Share

Report

Posted on by AC-29040627-0

Hi mates,

Currently, we can manually connect a specific email to a CRM record (such as a case or opportunity). However, we would like to automatically link all emails that belong to the same conversation thread to that same record — not just the individual email selected.

For example: if I link an email from a thread to a case, I would like all previous and future replies in that thread to be automatically connected to that case as well.

I'm not sure if this is possible using out-of-the-box features in Dynamics, or if it would require a custom solution (e.g., via Power Automate or a plugin (javascrip) using the ConversationId field in the email entity).

Please let me know if this functionality can be implemented, and what the best approach would be.

I need some help. Thanks in advance. Greetings.

Categories:

Dynamics 365 Customer Insights - Data

Microsoft Dynamics CRM

Dynamics 365 Sales

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Hamza H 1,997 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!
No, Dynamics 365 does not support this out-of-the-box. To automatically link all emails in a thread to a record, you’ll need a custom solution using either:

Power Automate: Monitor new emails, check ConversationId, and auto-link based on past emails.

Plugin (C#): Trigger on email creation, match ConversationId, and set the Regarding field.

Power Automate is easier; plugins are faster and more flexible.

Was this reply helpful? Yes No