Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Display only outgoing emails in Activities subgrid

Posted on by 275

Hi All

I have got this requirement of changing activities view to not display received emails, i.e., Subject beginning with Re:/Fw:/FW:/RE: I have updated the view to not show these but still I'm seeing lots of replies and Forwarded activities. I have tried both contains and beginning but it doesn't work. 

We actually can't disable tracking as we are using it for some other important task. Only way is to change the view filter please suggest. Thank you

*This post is locked for comments

  • Verified answer
    Turbo Forms Profile Picture
    Turbo Forms 275 on at
    RE: Display only outgoing emails in Activities subgrid

    Thank you for  your suggestion Mahendra. I have tried multiple methods and none were working. So i'm using custom workflow to delete the received and FW activities after they are created. Doing this only for couple of entities in order not to affect performance.

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Display only outgoing emails in Activities subgrid

    Hello,

    This should be doable by changing view filter, but I think you have already done which is not working, so I will suggest you to share screenshot of the filter may be someone have some more suggestions to implement that.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Display only outgoing emails in Activities subgrid

    Hi Turbo Forms,

    If you are seeing records that you do not want to see in your view then you need make your filter criteria stricter. Find out the reasons why you do not want these records to appear and use that information to improve your view filter criteria.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans