web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Drag and drop existing...
Microsoft Dynamics CRM (Archived)

Drag and drop existing emails into CRM from Outlook

(0) ShareShare
ReportReport
Posted on by Community Member

Dynamics 2013 - We just upgraded to the Spring rollup and now the drag and drop feature for exiting emails from Outlook into CRM notes doesn't work - it only puts the subject, sender and date - the body of the email isn't there?

 

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Satish Tiwari - CRM Profile Picture
    Satish Tiwari - CRM on at

    Can you share a screenshot here and the steps that you are trying to reproduce the issue ?

  • Community Member Profile Picture
    Community Member on at

    Before we upgraded we could drag an existing sent email from Outlook and put it into the Activities column and all the email text would be there. We didn’t have to open an email activity – it would just allow us to drag and drop into the activity column.

    Now we have to open an Email activity and it only captures the From and puts that information into the from and To lines and the subject line is when I sent the email instead of the actual subject line. The text from the email is no longer copied over. See first email under activities from/To Carol Avellino

    I have either the web CRM or the Outlook CRM open to a contact record and then I try to drag and drop an existing sent email into the contact record and it doesn’t allow, we now have to open an email activity and even then the text doesn’t copy over.

    [View:~/cfs-file.ashx/__key/communityserver-discussions-components-files/117/Email-Copy.zip]

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans