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Business Central forum

Are emails stored with contacts or customers/vendors in D365 finance?

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Posted on by 774

If you are sending emails to your customers/vendors from D365, are they stored anywhere on the customer/vendor or linked in D365 in any way?

So if you are emailing a customer and someone else from your company wants to see the email history for that customer, can they find it within D365?

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  • Suggested answer
    ikoletic Profile Picture
    2,202 on at

    Hi Mary

    Yes, they are linked to Interaction log entries which you can access form Contact, Salesperson, Sales Quote... However there are few preconditions that need to be in place for this to work.

    You need to have customers and vendors set as contacts and they need to have their email addresses in their contact details. 

    You need to have salesperson email addresses as well set in sales person record. 

    You need to enable email logging feature (video).

    You need to enable Business Inbox feature as well. 

    Once all of above is set, email logging will link emails exchanged between salesperson/purchaser and customers and vendors. 

    Scenario: Lets say customer Microsoft asks Peter for quote and he's out sick so his colleague Annette answers. 

    What you see in interaction log entries for contact is:

    emailthread.png

    Line 1: Email came in from Microsoft (for demo purpose) to salesperson 1 (Peter)

    Line 2: Peter forwarded his email to salesperson 2 (Annette)

    Line 3 and 4 - Annette prepares sales quote 

    Line 5: Annette sent quote to customer 

    You can see that lines with interaction template EMAIL have attachment set to Yes. Clicking any of these opens a linked email (both Annetee and Peter can access emails linked to interaction log entry). 

    This is the full email thread for which Interaction log entries were created

    emailthread.png

  • MCarrero Profile Picture
    774 on at

    Thanks Ivan,  I ran it through the steps and it works pretty good.  My emails did log as drafts in the interaction log entries screen even though they were emailed and responded to.  Any idea why?

  • Suggested answer
    ikoletic Profile Picture
    2,202 on at

    Hi Mary,

    Every time send email dialog appear an email is drafted by Financials for you. That's why you see email draft line in interaction log entries. Once you send this email, email logging feature will record that email was sent, replied to....

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