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Is there a way to automatically Set Regarding on emails to the To?

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Posted on by 25

Hello - is there a way to automatically Set Regarding to the To?

Typically, we send a high volume of emails. After the fact, we use the categorize function to track the email to Dynamics. Through this function we can send multiple emails quickly to CRM.

5050.pastedimage1607373158033v1.png

They show up in the CRM under each appropriate profile. However, when we run a report of all of the emails sent from the previous week, the regarding is empty but it does link it to the proper profile. Is there a way to set the To to the Regarding without having to do each individual email? Below is a screenshot of the email record. As you can see, the To has linked it to the correct person but the regarding is empty

3757.pastedimage1607373158036v2.png0486.pastedimage1607373158037v3.png

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  • Community Member Profile Picture
    Community Member UG Leader on at
    RE: Is there a way to automatically Set Regarding on emails to the To?

    Hi Partner,

    Has the problem been solved? Any updates?

    Please click Yes under "Did this answer your question?" to close this thread.

     pastedimage1607679422969v1.png

    Thanks. 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Community Member Profile Picture
    Community Member UG Leader on at
    RE: Is there a way to automatically Set Regarding on emails to the To?

    Hi JhoustonBGCDA,

    There is a space between eq and outputs, just as following screenshot shown:

    pastedimage1607567611795v1.png

    But I notice that your screenshot don’t have space.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • JhoustonBGCDA Profile Picture
    JhoustonBGCDA 25 on at
    RE: Is there a way to automatically Set Regarding on emails to the To?

    Thanks - that worked and I am now able to run the flow but am encountering a final issue. They are failing at the list record stage. See screenshots below

    pastedimage1607542390735v1.pngpastedimage1607542433296v2.png

  • Community Member Profile Picture
    Community Member UG Leader on at
    RE: Is there a way to automatically Set Regarding on emails to the To?

    Hi JhoustonBGCDA,

    I notice that the name of your step 4 is ‘get to field’, but you write ‘get_to_field_value’ in step 5.

    In my example:

    pastedimage1607492446728v1.png

    So you can add ‘value’ in step 4, or remove ‘_value’ in step 5, you need make them same.

    Or you need select dynamic content to it, which can make sure they are same.

    pastedimage1607492315896v2.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • JhoustonBGCDA Profile Picture
    JhoustonBGCDA 25 on at
    RE: Is there a way to automatically Set Regarding on emails to the To?

    Thanks. Screenshots are below. I can't figure out the issue!

    Here is step 4:

    pastedimage1607479181108v1.png

    Step 5:

    pastedimage1607479216397v2.png

    Step 5 (cont'd)

    pastedimage1607479263396v3.png

    Step 6

    pastedimage1607479305259v4.png

    Step 7

    pastedimage1607479330699v5.png

    Step 7 (cont'd)

    pastedimage1607479348961v6.png

  • Community Member Profile Picture
    Community Member UG Leader on at
    RE: Is there a way to automatically Set Regarding on emails to the To?

    Hi JhoustonBGCDA,

    It’s possible that you don’t refer ‘get to field value’ correctly, did you add expression step by step according screenshot in step5?

    Don’t copy expression that I provide and paste directly, it may cause error.

    You need first insert replace(,';','') under expression tab, then add outputs of ‘get to field value’ under ‘dynamic content’ tab.

    Or you can provide screenshot about step4 and step5.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • JhoustonBGCDA Profile Picture
    JhoustonBGCDA 25 on at
    RE: Is there a way to automatically Set Regarding on emails to the To?

    Thanks for this - super helpful. I was able to do everything but get an error when I put in the following command: replace(outputs('get_to_field_value'),';','')

    Flow checker comes back with "Correct to include a valid reference to 'get_to_field_value' for the input parameter(s) of action 'remove_semicolon'."

  • Community Member Profile Picture
    Community Member UG Leader on at
    RE: Is there a way to automatically Set Regarding on emails to the To?

    Hi JhoustonBGCDA,

    Though same value(name) about ‘To’ and ‘Regarding’ fields are shown in the page, they store different values in the database, ‘To’ field store email address and ‘regarding’ field store guid.

    And ‘to’ field have five record types can select, can you tell me which record type is the person who linked from ‘to’ field.

    pastedimage1607404225981v2.png

    You can try to use flow to fill regarding field with ‘to’ field.(for example, ‘To’ field link to contacts)

    1.Go Power Automate(https://us.flow.microsoft.com/en-us/ ) to create an instant flow.

     2.set ‘When a record is selected’ as trigger.

     pastedimage1607404640704v3.png

    3.’Get record’ action.

     pastedimage1607404801442v4.png

    4.’compose’ action to get ‘to’ field value (email address).

     pastedimage1607405310868v5.png

    5.’compose’ action to remove semicolon from the ‘to’ field value.

    replace(outputs('get_to_field_value'),';','')

     pastedimage1607405576009v6.png

    6.’List Records’ to get the guid of the contact with the ‘to’ field value (email address).

     pastedimage1607405741092v7.png

    7.’Update a record’ action to update email ‘regarding’ field.

     pastedimage1607406283487v8.png

    8.Test.

    After saving the flow, go to the email view page, select email you want to update and expand flow to run the flow you created.

    pastedimage1607406676006v9.png

    Wait several minutes and refresh page.

    pastedimage1607406804148v10.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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