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Dynamics 365 Community / Forums / Sales forum / Report: Contact & ...
Sales forum

Report: Contact & Activities/Tracked Emails (including "To" & "From" fields)

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Posted on by Community Member

Hello,

I am trying to pull a report from D365 (Sales section), which will include all Contacts and their coordinating Tracked Emails/Activities. Ultimately, I have a manager who needs to see all Contacts and ALL activities associated with said Contacts; but, the only report I can find [Activities], does not include the "To" & "From" fields for emails, so it's not clear who these activities are associated w/or what Account. Is there a way to pull a more detailed account, sorted by Contacts and then including all Activities associated w/said Contacts?

We're VERY new to D365/CRM, so I apologize if this is a novice issue and appreciate any sort of guidance.

Thanks in advance,

Ally

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

     Is there anyone who can tell me either way, if this report is a possibility?

    Thank you,

    Ally

  • Verified answer
    MihirShah Profile Picture
    MihirShah 4,036 on at

    This may be a custom report as you mentioned that you want to add the From and To fields for emails in the report.

    One option for email activity is to start from view and create a custom view - for example in all emails there is the From and To fields. You can filter this view to show all emails where regarding = "Contacts" and add all contacts (and account also if needed). Than you can sort by the regarding field.

    Hope this helps.

  • Community Member Profile Picture
    Community Member on at

    This was a gigantic help. Thank you very much, for your response... it is greatly appreciated.

    -Ally

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